3 ms·
They have more electric power (also cheaper), more data centers. I bet AI development will be slower elsewhere.
by ponector 1y ago
They have more electric power (also cheaper), more data centers. I bet AI development will be slower elsewhere.
- kimixa 1y agoYup - at some level of scale it's very much an infrastructure game. No amount of trade war politics will make up for a lack in infrastructure investment.
- xadhominemx 1y agoIn 24 months, US hyperscalers will be training models on GPUs/XPUs with 16A process technology and HBM4E. The gap between the raw processing power of US and Chinese AI hardware will be widening.
- jamiek88 1y agoI wish I had your confidence being able to forecast 24 months ahead. In 24 months TSMC could be a smoking crater. There won’t be 16A manufacturing here in the USA. Probably ever. We live in extremely dangerous uncertain times. Any forecast that long is worthless.
- UltraSane 1y agoYou seem extremely pessimistic. TSMC SoW-X will put an entire wafer worth of chips on a single substrate and be incredibly fast. https://wccftech.com/tsmc-cutting-edge-sow-x-packaging-set-for-mass-production-by-2027/ https://wccftech.com/tsmc-cutting-edge-sow-x-packaging-set-f...
- xadhominemx 1y agoWhy would you say 16A would never be manufactured in the United States? It is of course TSMC’s plan of record.