#69 – Jon Y (Asianometry) on Problems And Progress in Semiconductor Manufacturing
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The Role of Semiconductor Chips in the AI Industry
This chapter explores the importance of semiconductor chips in the AI industry, with a focus on the role of TSMC as a major producer and Nvidia as a main customer. It discusses how these chips are used for training and inference in AI models, and highlights the significance of compute processing and memory chips. The chapter also delves into the challenges, limitations, and energy costs associated with memory in semiconductor manufacturing for AI applications.
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