#Semiconductors

TSMC is struggling to keep up with the frantic demand for AI chips from NVIDIA and AMD. Due to capacity shortages, orders are flowing to Intel and other manufacturers, which could permanently alter the balance of power in the industry 📉🤖

Huawei is launching its own DRAM memory chip production in partnership with Swaysure. The new factory, with a capacity of 140,000 wafers per month, aims to reduce dependence on global suppliers and bypass US sanctions. 🇨🇳💾🚀

South Korean startup Furiosa AI is preparing a blow to NVIDIA's dominance. The company plans to double chip production to 50,000 units and has unveiled the Stork accelerator on a 2nm process with 432 GB of memory. 🚀🇰🇷 #FuriosaAI #NVIDIA #AIchips