What are the three major silicon manufacturing bottlenecks limiting GPU supply?
Replied byAndrew Feldman
Co-founder & CEO at Cerebras Systems
Niche: Technology
Revenue: Approx. $72 Million/month
Location: Sunnyvale, California, United States
Started: 2016
First, HBM memory is sold out, which we avoid by using SRAM. Second, TSMC's CoWoS packaging process is fully booked, which we do not use. Third, TSMC's 3-nanometer foundry space is highly congested, while we build our chips using their less constrained 5-nanometer process.
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