One of the biggest supply constraints the AI industry faces is with advanced packaging, and given that every entity relies on TSMC, it appears the firm is gearing up to add significant capacity. TSMC's Advanced Packaging Supply Constraints Force the Firm to Rapidly Add New Capacity, or Risk Losing Customers We have discussed advanced packaging (AP) bottlenecks extensively on the website, but it is important to note that without adding new capacity, there is no other way to solve this bottleneck in the future. Based on a new report by Taiwan's CNA, it appears that TSMC is now ready to […]

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The conflict in the Middle East is now posing serious risks to the AI supply chain, particularly the semiconductor industry; the effects could be devastating. Taiwan's LNG Reserves Are Only Lasting a Few Days, Indicating That TSMC and Other AI Chip Suppliers Will Face Serious Trouble The semiconductor industry is now at a critical point, and this is a major issue that isn't being discussed in the mainstream market at all. In an initial report, we discussed Asia's dependence on helium imports from the Middle East and how geopolitical tensions could have severe consequences for the semiconductor supply chain. However, […]

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NVIDIA has been front-running supplier deals since shortages began, but according to BusinessKorea, the AI giant has a rather 'interesting' tactic for securing agreements. NVIDIA's Recent Audit of a Key Samsung Facility Involved "Unusual Criticism"; Reports Say It Is a Tactic To Gain Pricing Leverage The AI supply chain is not only one of the most complex but also involves players sought out by the world's largest manufacturers, such as NVIDIA, AMD, and others. And the AI industry has been a 'buyer-dominated' market for several years now, especially in segments like HBM, where, for NVIDIA and others, the idea is […]

Read full article at https://wccftech.com/nvidia-reportedly-fires-unusual-criticism-at-suppliers-like-samsung-before-deals-all-to-gain-pricing-leverage/