TSMC relies on leading technology to win large orders for artificial intelligence chips

Since May 23, as ChatGPT has become popular around the world, the demand for generative artificial intelligence applications has increased rapidly. Electronic Times reported that TSMC has successfully secured a large number of orders for artificial intelligence chips, thanks to the company's leadership in the advanced sub-7nm process.

According to people familiar with the matter, TSMC has seen an increase in orders for artificial intelligence chips from Nvidia in recent months. Market sources cited reports that orders for Nvidia's A100 and H100 high-performance GPU products for data centers are increasing, and they have also increased their wafer production at TSMC.

According to ITBEAR Technology Information, major companies around the world continue to have strong demand for Nvidia's AI chips, including China's Alibaba Cloud, Baidu AICloud and Tencent Cloud and other giants are actively acquiring artificial intelligence chips. In addition, cloud service providers in other parts of the world have also shown strong demand for Nvidia's AI chips.

According to the report, Nvidia’s H100 GPU uses TSMC’s advanced 4nm process technology, while the A100 uses a 7nm process. Currently, NVIDIA’s top H100 Tensor Core The GPU uses the Hopper architecture and is manufactured based on TSMC's 4nm process. This GPU is equipped with fourth-generation Tensor Core and Transformer engines, and a single card is equipped with 80GB of video memory. Compared with the A100 GPU, the computing efficiency per kilowatt is increased by 2 times.

NVIDIA’s DGX H100 system consists of 8 H100 GPUs and is powered by NVIDIA NVlink is connected to form a whole. According to ITBEAR Technology Information, this system is currently used by many well-known universities and technology companies in the world.

Currently, TSMC has no real competitors in supporting AI chip manufacturing, and its sub-7nm process technology is in a leading position. While Intel has re-entered the foundry space, it has yet to make any significant progress.

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