Constrained packaging continued to limit how many AI accelerators NVIDIA could s

Details

as of

2024-07-15

statement

Constrained packaging continued to limit how many AI accelerators NVIDIA could ship despite TSMC expanding capacity.

about → company2

• NVIDIA
• TSMC

about → supply shortage1

• CoWoS GPU shortage

evidence → supports1

• TSMC's CoWoS advanced packaging capacity was the primary supply bottleneck for N