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TSMC receives a large number of AI chip foundry orders to respond to the generative AI trend
TSMC receives a large number of AI chip foundry orders to respond to the generative AI trend
News on May 23, after the generative artificial intelligence chat robot ChatGPT caused a sensation, many technology giants have joined the generative AI competition. Companies such as Google have released their competing products and continue to upgrade their artificial intelligence chat robots and Large language models.
With the rise of generative artificial intelligence research and development and application, the demand for related chips will further increase, and chip manufacturers will also benefit. According to media reports, as a leading company in the field of wafer foundry, TSMC has won many AI chip foundry contracts.
According to industry insiders, TSMC has successfully secured a large number of AI chip foundry orders. Because of the massive growth in demand for generative AI applications, TSMC used its 7nm and below process to win these key orders.
According to ITBEAR technology information reports, generative artificial intelligence has promoted Nvidia’s high-performance GPUs to become an important part of chip demand. According to reports, OpenAI used 10,000 GPUs when training ChatGPT, and after its launch, it further increased the use of 25,000 Nvidia GPUs to meet server demand.
Market sources recently revealed that orders for Nvidia’s A100 and H100 high-performance GPU products for data centers are increasing, and correspondingly it has increased its wafer production at TSMC.
Driven by the rapid development of generative artificial intelligence technology, technology giants are actively competing in the fields of R&D and application, which has promoted the increase in chip demand. This will further promote the development of the chip foundry industry and bring more business opportunities and profit margins to foundry manufacturers such as TSMC.
The rise of generative AI has brought infinite possibilities to the field of artificial intelligence. In the future, with the continuous breakthroughs in technology and the expansion of application scenarios, we have reason to look forward to the arrival of more innovations and progress.
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