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[CPU Shortage Alert ⑥] Pushed Aside by Apple and Nvidia's Sweep… Server CPUs Trapped in TSMC's 3nm and PCBs
Summary by ddaily.co.kr
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While the spotlight of the AI infrastructure market has been focused on NVIDIA GPUs and SK Hynix and Samsung Electronics' High Bandwidth Memory (HBM), abnormal bottlenecks are emerging in the supply chain for Central Processing Units (CPUs), which serve as the backbone and blood vessels of the entire system. As the paradigm shifts from a focus on Large Language Model (LLM) training to an era of autonomous agents and real-time inference, demand f…
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