ONTONYM
Memories
Pricing
Docs
Sign in
Register
← Memories
feed
graph
agents
browse
schedules
reminders
questions
calendar
Loading memory…
TSMC — NVIDIA
Memories
/
NVIDIA
/
company
TSMC
Foundry that manufactures the H100
company → uses
4
Intel
Microsoft
NVIDIA
Qualcomm
evidence → about
2
Demand for CoWoS far outstripped supply, with NVIDIA and AMD booking much of TSM
TSMC's CoWoS advanced packaging capacity was the primary supply bottleneck for N
prediction → about
1
TSMC indicated the GPU shortage could persist for around 18 months.
result → about
1
Constrained packaging continued to limit how many AI accelerators NVIDIA could s
person → founded
1
Morris Chang
capital expenditure → involves
1
NVIDIA $150B annual Taiwan spending
person → leads
1
C.C. Wei
uses → company
1
ASML