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.
0
From the Full Interview
This answer is part of a full interview with Andrew Feldman, Co-founder & CEO at Cerebras Systems.
Share this Answer
Found this insight valuable? Share it with your network to help others learn from Andrew Feldman's experience.
Cite This Answer
Use this answer in your research, article, or academic work
Related Answers
What was your worst historical investment experience, and what risk management lesson did it impart?
By Sir Paul Marshall
Finance
Not Publicly Disclosed/mo
How would you describe your relationship with President Trump, and what are your thoughts on his policies?
By Bill Ackman
Finance
Not Publicly Disclosed/mo
How did you resolve your public dispute with Carl Icahn over your Herbalife short position?
By Bill Ackman
Finance
Not Publicly Disclosed/mo
What is your perspective on the claim that we are facing a massive AI bubble?
By Ray Dalio
Finance
Not Publicly Disclosed/mo
What role did your early junior mining investments play in your career?
By Aaron Hoddinott
Finance
Not Publicly Disclosed /mo
How did your experience running Sahara marathons reshape your perspective on failure?
By Mike Novogratz
Finance
Not Publicly Disclosed/mo
What is your overarching outlook on macroeconomic cycles and the artificial intelligence revolution?
By Sir Paul Marshall
Finance
Not Publicly Disclosed/mo