TSMC sees AI chip output constraints lasting 1.5 years

Taiwan Semiconductor Manufacturing Co. (TSMC) expects supply constraints on AI chips to ease in about 18 months, with Chairman Mark Liu stating that the squeeze is temporary and could be alleviated by the end of 2024.

nikkei.com

Relevant topic timeline:

9/7/2023

TSMC: Shortage of Nvidia's AI GPUs to Persist for 1.5 Years

The ongoing shortage of compute GPUs for AI and HPC applications is caused by constraints in chip-on-wafer-on-substrate packaging capacity, which is expected to persist for 18 months due to rising demand for generative AI applications and slow expansion of CoWoS capacity at TSMC.

9/15/2023

TSMC Delays Chip Equipment Orders amid Slowing Demand

Taiwan's TSMC has instructed its major suppliers to delay the delivery of high-end chipmaking equipment due to growing nervousness about customer demand and to control costs, reflecting the company's caution about the outlook for demand; however, suppliers expect the delay to be short-term.