The increase in demand for chips specialized in tasks dedicated to the AI may end up making SSDs and other devices which depend on Flash Nand memory controllers. This is because companies like TSMC are helping to get out of the production essential for the production of important substrates for this type of device.
The central element of the question is Cowos (chip on wafer on substrate), which has become quite popular in recent times between customers such as AMD and Nvidia. It is based on ABF substrates, which share important components with the BT substrate – used in the production of Nand memories.
Since TSMC is an industry giant, which has great influence on how other companies work, The situation only tends to get worse. Mitsubishi Gas Chemical, who works with her, has announced to other customers that he will have to postpone deliveries from its BT substrate, due to the lack of supplies necessary for its elaboration.
Demand for Chips for AI will make SSDS and other products out
For the end consumer, what this means is that there are great chances of products that depend on Flash Nand memories to face. PHison, one of the leaders in the area, is already preparing to take advantage of this moment. The company has ensured more space between TSMC’s production lines in anticipation of a possible shortage of components in the near future.
She just didn’t start in practice because there was a recent drop in consumers’ demand for devices such as SSDs and consumer electronics which depend on type controllers – such as smartphones. Much of this is the result of the tariffs imposed by the United States, which has moved consumer habits and made many companies restrict their productive abilities.
Given that the AMI chip market does not give signs that it will slow down, the situation may end up affecting other fields of hardware and component manufacturing. TSMC should play an important role in this regard, thanks to its 2NM process that has been extremely popular among partners.
Fonte: Tom’s Hardware, Digitimes
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Source: https://www.adrenaline.com.br/hardware/demanda-por-chips-de-ia-vai-ajudar-a-aumentar-o-preco-de-ssds/
