svoboda on Nostr: I totally missed this article and it got buried post election but this is pretty ...
I totally missed this article and it got buried post election but this is pretty significant news. It's also interesting when you pair it with the fact that TSMC's American plant now has greater production capacity than the OG Taiwan plant.
"After unintentionally producing an AI chiplet for Huawei via a proxy, TSMC is set to stop supplying sophisticated AI processors for all of its Chinese clients from Monday, November 11, reports Financial Times, citing Ijiwei.com, which in turn cited emails sent by the foundry to its customers. This change concerns advanced process technologies (such as 7nm and below) and will have a significant impact on China-based developers of AI processors. This does not, however, mean that TSMC will cease to serve these customers completely. "
Seeing this also applies to GPU chips, this also makes sense to some of the GPU makers that are leaving China and setting up shop elsewhere. Between tariffs and embargos like this, it'll be interesting to see how China retaliates.
https://www.tomshardware.com/tech-industry/tsmc-to-stop-supplying-advanced-ai-processors-for-all-of-its-china-customers-report
#technology #ai #artificialintelligence #semiconductors
"After unintentionally producing an AI chiplet for Huawei via a proxy, TSMC is set to stop supplying sophisticated AI processors for all of its Chinese clients from Monday, November 11, reports Financial Times, citing Ijiwei.com, which in turn cited emails sent by the foundry to its customers. This change concerns advanced process technologies (such as 7nm and below) and will have a significant impact on China-based developers of AI processors. This does not, however, mean that TSMC will cease to serve these customers completely. "
Seeing this also applies to GPU chips, this also makes sense to some of the GPU makers that are leaving China and setting up shop elsewhere. Between tariffs and embargos like this, it'll be interesting to see how China retaliates.
https://www.tomshardware.com/tech-industry/tsmc-to-stop-supplying-advanced-ai-processors-for-all-of-its-china-customers-report
#technology #ai #artificialintelligence #semiconductors