Trillions for Chips: A Roiled Semiconductor Industry Strains to Meet AI Demand – High-Performance Computing News Analysis
We’re seeing the chip industry’s version of the scientific aphorism: “nature hates a vacuum.” The vacuum is the short supply of – and vast demand for – AI chips, and it’s roiling the semiconductor industry. Chip foundry companies TSMC, Intel and Samsung are straining to expand GPU fab capacity, while Intel and AMD are mounting …