[GALLERY] AI clogs TSMC, chip alliances reverse course.

The AI ​​craze and the demand for chips from NVIDIA are overwhelming TSMC, forcing Apple, AMD, Tesla, and Intel to form unexpected technology alliances.

The explosion of artificial intelligence is putting unprecedented strain on the entire global semiconductor supply chain, especially as demand for AI chips from NVIDIA surges and nearly clogs TSMC's advanced manufacturing capacity.

With TSMC's 2nm chip production capacity reportedly fully booked until 2028, a series of unusual "tech alliances" are beginning to emerge as major companies are forced to find ways to reduce their dependence on traditional supply chains.

Apple is reportedly considering using the Intel 18A-P process for future products, while Tesla is also discussing the possibility of using the Intel 14A process for its large-scale Terafab AI project.

Conversely, AMD is expanding its collaboration with Samsung not only in the HBM4 AI memory segment but may also entrust Samsung with the production of next-generation 2nm CPUs in the future.

This shift reflects the reality that AI is no longer just a software race or a big language model competition, but has become a battle for access to wafers, advanced packaging, HBM memory, and global chip manufacturing capabilities.

Even Intel, once considered a slowcomer in the AI ​​race, has unexpectedly returned to the center of the tech industry as many large companies seek additional manufacturing capabilities outside of TSMC to avoid the risk of prolonged chip shortages.

According to numerous industry sources, not only Apple and Tesla, but also NVIDIA, Broadcom, and AMD have been testing Intel Foundry's new processes, indicating that the market is so hungry for semiconductor power that every option has become valuable.

Analysts believe the AI ​​craze is completely changing the global chip industry landscape, where once fierce competitors must now cooperate to survive in the multi-trillion-dollar AI infrastructure race.

Source: https://khoahocdoisong.vn/gallery-ai-lam-nghen-tsmc-loat-lien-minh-chip-dao-chieu-post2149101223.html