{"id":207,"date":"2023-09-09T18:04:34","date_gmt":"2023-09-09T18:04:34","guid":{"rendered":"https:\/\/tastycounter.net\/index.php\/2023\/09\/09\/tsmc-tinh-trang-thieu-hut-gpu-ai-co-the-keo-dai-den-nam-2025\/"},"modified":"2023-09-09T18:04:34","modified_gmt":"2023-09-09T18:04:34","slug":"tsmc-tinh-trang-thieu-hut-gpu-ai-co-the-keo-dai-den-nam-2025","status":"publish","type":"post","link":"https:\/\/tastycounter.net\/index.php\/2023\/09\/09\/tsmc-tinh-trang-thieu-hut-gpu-ai-co-the-keo-dai-den-nam-2025\/","title":{"rendered":"TSMC: T\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t GPU AI c\u00f3 th\u1ec3 k\u00e9o d\u00e0i \u0111\u1ebfn n\u0103m 2025"},"content":{"rendered":"<\/p>\n
\n

TSMC th\u1eeba nh\u1eadn nhu c\u1ea7u ph\u1ea7n c\u1ee9ng t\u0103ng \u0111\u1ed9t bi\u1ebfn t\u1eeb l\u0129nh v\u1ef1c AI to\u00e0n c\u1ea7u trong v\u00e0i th\u00e1ng qua \u0111\u00e3 t\u00e1c \u0111\u1ed9ng nghi\u00eam tr\u1ecdng \u0111\u1ebfn chu\u1ed7i cung \u1ee9ng c\u1ee7a c\u00f4ng ty, \u0111\u1ed3ng th\u1eddi cho r\u1eb1ng t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t GPU AI t\u1eeb NVIDIA v\u00e0 m\u1ed9t s\u1ed1 t\u00ean tu\u1ed5i l\u1edbn kh\u00e1c c\u00f3 th\u1ec3 k\u00e9o d\u00e0i t\u1edbi 1,5 n\u0103m.<\/p>\n

Ph\u00e1t bi\u1ec3u t\u1ea1i s\u1ef1 ki\u1ec7n Semicon \u0110\u00e0i Loan, Ch\u1ee7 t\u1ecbch TSMC Mark Liu th\u1eeba nh\u1eadn r\u1eb1ng c\u00f4ng ty c\u1ee7a \u00f4ng \u0111\u00e3 ghi nh\u1eadn s\u1ed1 l\u01b0\u1ee3ng \u0111\u01a1n \u0111\u1eb7t h\u00e0ng t\u0103ng m\u1ea1nh t\u1eeb NVIDIA v\u00e0 c\u00e1c \u0111\u1ed1i t\u00e1c, ch\u1ee7 y\u1ebfu l\u00e0 do xu h\u01b0\u1edbng ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh GenAI, v\u1ed1n \u0111\u00f2i h\u1ecfi kh\u1ea3 n\u0103ng t\u00ednh to\u00e1n kh\u1ed5ng l\u1ed3.<\/p>\n

TSMC nh\u1eafc l\u1ea1i r\u1eb1ng n\u0103ng l\u1ef1c h\u1ea1n ch\u1ebf trong ky\u0303 thu\u00e2\u0323t \u201c\u0111\u00f3ng g\u00f3i\u201d chip ti\u00ean ti\u1ebfn COWOS cu\u0309a c\u00f4ng ty hi\u1ec7n v\u1eabn l\u00e0 m\u1ed9t r\u00e0o c\u1ea3n, \u0111\u1ed3ng th\u1eddi vi\u1ec7c s\u1ed1 l\u01b0\u1ee3ng \u0111\u01a1n \u0111\u1eb7t h\u00e0ng s\u1ebd t\u0103ng m\u1ea1nh trong n\u0103m nay ho\u00e0n to\u00e0n n\u1eb1m ngo\u00e0i d\u1ef1 ki\u1ebfn. Chu\u0309 ti\u0323ch TSMC cho bi\u1ebft nhu c\u1ea7u v\u1ec1 COWOS \u0111a\u0303 t\u0103ng \u201c\u0111\u1ed9t ng\u1ed9t\u201d l\u00ean g\u1ea5p ba l\u1ea7n chi\u0309 trong m\u1ed9t n\u0103m, va\u0300 ti\u0300nh tra\u0323ng thi\u00ea\u0301u chip AI se\u0303 ch\u1ec9 \u0111\u01b0\u1ee3c ca\u0309i thi\u00ea\u0323n khi c\u00f4ng ty m\u01a1\u0309 r\u00f4\u0323ng c\u00f4ng su\u00e2\u0301t.<\/p>\n

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V\u1ea5n \u0111\u1ec1 ch\u00ednh n\u1eb1m \u1edf nh\u1eefng h\u1ea1n ch\u1ebf trong n\u0103ng l\u1ef1c CoWoS c\u1ee7a TSMC. Hi\u1ec7n t\u1ea1i, ch\u00fang t\u00f4i ch\u1eafc ch\u1eafn kh\u00f4ng th\u1ec3 \u0111\u00e1p \u1ee9ng 100% nhu c\u1ea7u c\u1ee7a kh\u00e1ch h\u00e0ng, nh\u01b0ng s\u1ebd c\u1ed1 g\u1eafng h\u1ed7 tr\u1ee3 kho\u1ea3ng 80%. \u0110\u00e2y ch\u1ec9 l\u00e0 hi\u1ec7n t\u01b0\u1ee3ng t\u1ea1m th\u1eddi. Sau khi ch\u00fang t\u00f4i m\u1edf r\u1ed9ng quy m\u00f4 d\u00e2y chuy\u1ec1n, t\u00ecnh h\u00ecnh s\u1ebd \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n sau kho\u1ea3ng m\u1ed9t n\u0103m r\u01b0\u1ee1i.<\/p>\n<\/blockquote>\n

\"T\u00ecnh<\/p>\n

<\/ins><\/div>\n

TSMC \u0111\u00e3 ch\u1ee9ng ki\u1ebfn l\u01b0\u1ee3ng \u0111\u01a1n \u0111\u1eb7t h\u00e0ng th\u00f4ng th\u01b0\u1eddng t\u0103ng g\u1ea5p ba l\u1ea7n, \u0111\u1eb7c bi\u1ec7t \u0111\u1ed1i v\u1edbi c\u00e1c d\u1ecbch v\u1ee5 CoWoS, v\u00ec quy tr\u00ecnh n\u00e0y chi\u1ebfm t\u1ef7 tr\u1ecdng l\u1edbn trong vi\u1ec7c s\u1ea3n xu\u1ea5t GPU AI. COWOS l\u00e0 m\u1ed9t k\u1ef9 thu\u1eadt \u0111\u00f3ng g\u00f3i chip ti\u00ean ti\u1ebfn \u0111\u01b0\u1ee3c TSMC ph\u00e1t tri\u1ec3n \u0111\u1ec3 k\u1ebft n\u1ed1i c\u00e1c lo\u1ea1i chip kh\u00e1c nhau. Qu\u00e1 tr\u00ecnh n\u00e0y k\u1ebft h\u1ee3p m\u1ed9t b\u1ed9 x\u1eed l\u00fd \u0111\u1ed3 h\u1ecda (GPU) v\u1edbi s\u00e1u chip nh\u1edb b\u0103ng th\u00f4ng cao, cho ph\u00e9p truy\u1ec1n d\u1eef li\u1ec7u t\u1ed1c \u0111\u1ed9 cao v\u00e0 hi\u1ec7u su\u1ea5t t\u1ed5ng th\u1ec3 c\u1ea7n thi\u1ebft \u0111\u1ec3 \u0111\u00e0o t\u1ea1o c\u00e1c m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong AI. TSMC \u0111ang n\u1ed7 l\u1ef1c n\u00e2ng c\u1ea5p c\u01a1 s\u1edf v\u1eadt ch\u1ea5t \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u c\u1ee7a l\u0129nh v\u1ef1c AI v\u00e0 hy v\u1ecdng s\u1ebd t\u0103ng g\u1ea5p \u0111\u00f4i s\u1ea3n l\u01b0\u1ee3ng v\u00e0o n\u0103m 2024.<\/p>\n

T\u1eadn d\u1ee5ng kh\u00f3 kh\u0103n c\u1ee7a TSMC, c\u00e1c c\u00f4ng ty nh\u01b0 Intel v\u00e0 Samsung \u0111\u01b0\u1ee3c cho l\u00e0 \u0111ang \u0111\u1ea9y m\u1ea1nh h\u1ee3p t\u00e1c v\u1edbi NVIDIA \u0111\u1ec3 mong gi\u00e0nh \u0111\u01b0\u1ee3c m\u1ed9t ph\u1ea7n trong mi\u1ebfng b\u00e1nh “c\u01a1n s\u1ed1t AI”, b\u1eb1ng c\u00e1ch cung c\u1ea5p c\u00e1c th\u00e0nh ph\u1ea7n c\u1ea7n thi\u1ebft \u0111\u1ec3 s\u1ea3n xu\u1ea5t GPU AI, ch\u1eb3ng h\u1ea1n nh\u01b0 HBM v\u00e0 \u0111\u00f3ng g\u00f3i GPU.<\/p>\n

G\u1ea7n \u0111\u00e2y, c\u1ea3 AMD v\u00e0 NVIDIA \u0111\u1ec1u tuy\u00ean b\u1ed1 r\u1eb1ng doanh thu d\u1ef1a tr\u00ean AI c\u1ee7a h\u1ecd c\u00f3 th\u1ec3 t\u0103ng l\u00ean h\u00e0ng tr\u0103m t\u1ef7 \u0111\u00f4 la. Tuy nhi\u00ean, m\u1ee5c ti\u00eau \u0111\u00f3 c\u00f3 th\u1ec3 tr\u1edf n\u00ean xa v\u1eddi do nh\u1eefng h\u1ea1n ch\u1ebf v\u1ec1 ngu\u1ed3n cung v\u00e0 th\u1ef1c t\u1ebf l\u00e0 vi\u1ec7c x\u00e2y d\u1ef1ng c\u00e1c nh\u00e0 m\u00e1y v\u00e0 nh\u00e0 m\u00e1y m\u1edbi s\u1ebd kh\u00f4ng \u0111\u01b0\u1ee3c ho\u00e0n t\u1ea5t trong m\u1ed9t s\u1edbm m\u1ed9t chi\u1ec1u.<\/p>\n

NVIDIA \u0111ang c\u00f3 k\u1ebf ho\u1ea1ch x\u00e2y d\u1ef1ng m\u1ed9t chu\u1ed7i cung \u1ee9ng r\u1ed9ng kh\u1eafp nh\u1eb1m \u0111\u1ea3m b\u1ea3o doanh s\u1ed1 d\u00f2ng H100 c\u1ee7a m\u00ecnh trong nh\u1eefng n\u0103m t\u1edbi. \u201cTeam Green\u201d c\u00f3 k\u1ebf ho\u1ea1ch b\u00e1n 1,5 \u0111\u1ebfn 2 tri\u1ec7u chi\u1ebfc H100 v\u00e0o n\u0103m 2024. \u0110i\u1ec1u n\u00e0y s\u1ebd kh\u00f4ng th\u1ec3 th\u1ef1c hi\u1ec7n \u0111\u01b0\u1ee3c n\u1ebfu ch\u1ec9 ph\u1ee5 thu\u1ed9c v\u00e0o m\u1ed9t nh\u00e0 cung c\u1ea5p duy nh\u1ea5t.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

TSMC th\u1eeba nh\u1eadn nhu c\u1ea7u ph\u1ea7n c\u1ee9ng t\u0103ng \u0111\u1ed9t bi\u1ebfn t\u1eeb l\u0129nh v\u1ef1c AI to\u00e0n c\u1ea7u trong v\u00e0i th\u00e1ng qua \u0111\u00e3 t\u00e1c \u0111\u1ed9ng nghi\u00eam tr\u1ecdng \u0111\u1ebfn chu\u1ed7i cung \u1ee9ng c\u1ee7a c\u00f4ng ty, \u0111\u1ed3ng th\u1eddi cho r\u1eb1ng t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t GPU AI t\u1eeb NVIDIA v\u00e0 m\u1ed9t s\u1ed1 t\u00ean tu\u1ed5i l\u1edbn kh\u00e1c c\u00f3 th\u1ec3 k\u00e9o d\u00e0i […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-207","post","type-post","status-publish","format-standard","hentry","category-khong-phan-loai"],"_links":{"self":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/comments?post=207"}],"version-history":[{"count":0,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/posts\/207\/revisions"}],"wp:attachment":[{"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/media?parent=207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/categories?post=207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tastycounter.net\/index.php\/wp-json\/wp\/v2\/tags?post=207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}