Shulou(Shulou.com)11/24 Report--

March 21 news, according to the media Digitimes, TSMC, which leads the industry in the field of wafer foundry, is seeing an increase in contract manufacturing orders from Nvidia's A100 and H100 GPU.

According to industry insiders, the relevant media reported that Nvidia's OEM orders for TSMC's A100 and H100 GPU are increasing, as are OEM orders for the A800 series GPU designed for the domestic market.

It is worth noting that the Nvidia A100, H100 and A800 series GPU are all for data center products, and the increase in contract orders for these three GPU is likely to be related to recent hot products such as ChatGPT.

In the report in the middle of last month, foreign media mentioned that due to the training of ChatGPT and the provision of related services, the world may once again face the challenge of shortage of GPU, and the shortage may occur earlier than expected.

In the report at that time, foreign media also mentioned that in order to create and maintain a huge database of artificial intelligence analysis data needed by ChatGPT, developer OpenAI used 10000 Nvidia GPU for related training. In order to support practical applications and meet the needs of servers, OpenAI has used about 25000 Nvidia GPU, which is expected to increase in the future as the demand increases.

According to previous reports from foreign media, the increase in TSMC's contract manufacturing orders from Nvidia may not have started recently. Foreign media reported at the end of last month that the capacity utilization of TSMC's 5nm and 4nm processes had rebounded thanks to strong orders for AI chips and server processors with short delivery time. Although Nvidia's order was not explicitly mentioned at the time, there is a good chance that Nvidia's products are also available for orders for AI chips and server processors.

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