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NVIDIA has reportedly moved to Intel for advanced packaging of its next-gen AI GPUs to stop shortages, the company is bottlenecked by TSMC's CoWoS tech.
NVIDIA reportedly has an estimated 90% of the AI GPU market share, with 1.5 million to 2 million AI GPUs to be sold by NVIDIA in 2024 alone.
NVIDIA CEO Jensen Huang visits Taiwan and TSMC to check on the mass production status of Hopper H200, Blackwell B100 AI GPUs that will release this year.
NVIDIA will continue to struggle doing AI GPU business in China, with the Indian market now opening up with a huge $1 billion+ order for AI GPUs.
The semiconductor industry has the largest boost in over 10 years, largely driven by AMD and NVIDIA... especially NVIDIA with its massive AI GPU sales.