Posted 3/21/2024, 10:30:00 AM
Nvidia opts for older TSMC process in new AI chip, pointing to capacity issues at leading foundry
- Nvidia unveiled Blackwell, its latest powerful AI chip using an older TSMC manufacturing process
- Nvidia choosing not to use TSMC's latest 3nm process suggests issues with yields and capacity
- TSMC struggling to meet demand could open door for Intel's foundry business
- Intel's new 18A process aims to compete with TSMC's 2nm process in 2025
- If TSMC can't meet demand, chip designers may turn to Intel foundry services
