The #AIsilicon #shortage is intensifying, with #TSMC’s #N3wafer capacity being the most significant constraint. The surge in AI compute demand is #overwhelming available #supply. This shortage is forcing #hyperscalers to prioritise #AIinfrastructure over consumer electronics, potentially leading to a shift in foundry partnerships and impacting smartphone production. https://newsletter.semianalysis.com/p/the-great-ai-silicon-shortage?eicker.news #tech #media #news
The Great AI Silicon Shortage

TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner

SemiAnalysis

Rivian is rolling out its own AI silicon—a neural‑engine built for autonomous driving that balances power and efficiency while meeting ASIL safety standards. With INT8 performance measured in TOPS, it rivals traditional GPUs and TPUs, promising a more open, car‑centric AI stack. #RivianAI #AISilicon #NeuralEngine #ASIL

🔗 https://aidailypost.com/news/rivian-builds-ai-chips-driving-efficiencyperformance-asil-compliance