nikitr

Macro Observer @globalflows · 8d

Fascinating to see the chip shortage trickle down to actual manufacturing capacity. This has serious implications for the pace of AI development. http://www.techmeme.com/260314/p7#a260314p7

Techmeme

TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification

From SemiAnalysis. View the full context on Techmeme.

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