Ai Gpu News Today

NVIDIA and AMD have purchased all of TSMC's advanced packaging production capacity including CoWoS and SoIC for 2024 and 2025: they're 'fully booked'.

The unstoppable demand of AI and one of the keys apart from the GPU and HBM is advanced packaging production, something TSMC is boosting right now.

Samsung has established a team for billions of dollars worth of HBM memory chip supply deals with NVIDIA, to beat HBM leader SK hynix.

SK hynix and Micron are sold out of 2024 + 2025 HBM supply, with TrendForce estimating a 5-10% increase in HBM memory pricing in 2025.

SK hynix expects to hit $10+ billion in revenue from HBM sales by the end of 2024, as most of its HBM 2024 and even HBM 2025 supply is already sold out.

NVIDIA updates its ChatRTX AI chatbot, with improved LLM support, image search, speech recognition and more for localized AI goodness.

TSMC could see AI revenues of over $10 billion this year, with TSMC's 2024 revenue forecasted for $87.32 billion, with AI revenues of $11.4B to $12.3B.

Analyst expects $40 billion in AI GPU sales for NVIDIA in 2024, while AMD estimated with $3.5 billion, and Intel... Intel's estimated to make $500 million.

NVIDIA could build its second R&D center in Taiwan, just 2 years after investing $715 million for its first Asia-based AI R&D center in Taiwan.

TSMC is developing Compact Universal Photonic Engine (COUPE) technology to support the huge data transmission rates of the AI boom, coming in 2026.