TSMC warns AI chip crunch will last another 18 months

Bad news for anyone looking to get their hands on Nvidia's top specced GPUs, such as the A100 or H100: it's not going to get any easier to source the parts until at least the end of 2024, TSMC has warned. The problem, it seems, isn't that TSMC – which fabricates not just those GPUs for Nvidia but also components for AMD, Apple …

[pimppetgaeghsr]

Don't worry, by then the demand will have dropped off.

[Doctor Syntax]

I was going to say "Is that how long the fad's going to last?".

[Anonymous Coward]

More like they will repackage with different SKUs and call it a new product with slightly shittier specs (to shave the costs, and prevent cannibalisation of the next generation of products, while keeping mindshare amongst the mainstream).

"Great value! It's basically an H100, but clocked lower, because the cheaper cooler can't handle it and we didn't want to put a second power connector on it, and with half the RAM"...then skididdle skidoo...OEM for you! Sell them in bulk to Dell who will push them to businesses that thought they were selecting a flagship product in the configurator, only to find it's not even close because nobody reviews or tests OEM stuff, so you have no way to know you're being fucked until it arrives...but your users can't work without their replacements, so you can't send it back either...and you now have to deal with a mediocre machine for the next 3 years because it isn't quite up to the task of what you specced it for.

[Abominator]

More cow bell, I mean packaging.