… All of this has made procurement and capacity allocation the biggest operational challenges at present. - DigiTimes Manufacturers like Apple and NVIDIA are likely among the biggest beneficiaries of the supply shortage at TSMC, given that not only do they have exclusive access to production lines, b… …
… Read all comments on TSMC’s 2nm Supply Crunch Is Forcing Smartphone Makers to Reserve Top Chipsets for ‘Ultra’ Models Only, as DRAM Shortage Piles On
… But Intel has also teased that they are already engaged with external customers on not only the 14A node, but also the 18AP node. Intel's 14A is currently more mature, yielding higher, and performance surpasses the 18A node at a similar point. …
… It is also claimed that GPUs with higher VRAM configurations, such as 16 GB models, will become increasingly challenging to restock, as general-purpose DRAM supply lines are massively bottlenecked, putting higher-spec GPUs at a greater supply risk. …
… Read all comments on Intel’s EMIB Challenges TSMC’s CoWoS as America’s Answer to the AI Packaging Bottleneck
… And now, as Samsung mentions, if DRAM companies invest heavily in increasing capacity, it could eventually lead to an 'oversupply' situation once the AI hype fades out. …
… For the Korean technology behemoth, Tesla’s decision serves both as an opportunity and a harsh reality because when mass producing advanced nodes at scale, DigiTimes mentions the myriad of problems when low yields persist. “At advanced process nodes, the manufacturing cost of a single chip is alrea… …
… Supply Chain Dynamics Paint a Very Different Story For Gamers
… With that said, these older GPUs can still offset some supply challenges in the gaming markets. …
… However, one of the major factors hindering the likes of CXMT from supplying DRAM chips to mainstream manufacturers is US legislation, and it appears this could be a major problem in the near future. …