AI Processing is strecthing Datacenter Capex
The semiconductor supply chain is being dramatically stretched by the current AI boom. While all eyes are on Nvidia and their amazing results, the company’s success is creating ripples in the supply chain.
Upstream, Nvidia’s suppliers are struggling to follow the crazy demand for GPU’s for AI:
TSMC’s 4nm production line is running full steam while Nvidia is climbing the customer list of the Taiwanese technology leader.
Memory companies are fighting to launch new High Bandwidth Memories and increase the yields to sensible levels.
Outsourced Assembly and Test companies (OSAT) are franticly trying to handle the new packaging technologies CoWoS that enables the high bandwidth connection between HBM and the GPU enabling the performance needed for AI Learning and Inference.
Datacenter construction companies and the cooling industry will need to handle a new level of direct liquid …