TSMC would have a hard time manufacturing Nvidia H20 or AMD MI308 chips for the China market now as its advanced production capacity is nearly full, media report. The H20 is made using TSMC’s 4nm process, a popular production node for AI chips. 1/2 $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $AMD(AMD.US) #semiconductors
Source: Dan Nystedt
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