… All of this has made procurement and capacity allocation the biggest operational challenges at present. - DigiTimes Manufacturers like Apple and NVIDIA are likely among the biggest beneficiaries of the supply shortage at TSMC, given that not only do they have exclusive access to production lines, b… …
… But Intel has also teased that they are already engaged with external customers on not only the 14A node, but also the 18AP node. Intel's 14A is currently more mature, yielding higher, and performance surpasses the 18A node at a similar point. …
… Read all comments on Intel’s EMIB Challenges TSMC’s CoWoS as America’s Answer to the AI Packaging Bottleneck
… And more importantly, memory shortages are unlikely to end anytime soon, with some estimates suggesting that they could persist until 2027 , which means that supply will remain constrained for several quarters ahead. …