AI chip boom sparks BT substrate materials shortage — TSMC's huge demand causes supply disruptions for NAND flash controllers, SSDs

TSMC's demand for CoWoS material has cascaded to impact suppliers of BT substrate base materials, causing the memory market to react quickly to avoid shortages and other negative effects.

https://www.tomshardware.com/tech-industry/semiconductors/ai-chip-boom-sparks-bt-substrate-materials-shortage-tsmcs-huge-demand-causes-supply-disruptions-for-nand-flash-controllers-ssds

Vytvořeno 1d | 27. 5. 2025 20:40:07


Chcete-li přidat komentář, přihlaste se

Ostatní příspěvky v této skupině

 Nvidia posts record $44 billion revenue, H20 export ban bites as gaming rises

Nvidia reported a record-breaking Q1 FY2026 with $44.1 billion in revenue driven by strong AI and gaming demand, but its margins were significantly impacted by a $4.5 bil

29. 5. 2025 2:50:04 | tomshardware.com
 TSMC reiterates it doesn't need High-NA EUV for 1.4nm-class process technology

TSMC reaffirmed that it will not use High-NA EUV lithography for its upcoming A16 and A14 process technologies, as Low-NA EUV tools combined with internal innovations pro

28. 5. 2025 22:20:04 | tomshardware.com
 Arc B770 spotted? Four new Intel Battlemage GPU IDs appear in Linux Mesa graphics driver

Intel has added four new PCI IDs to the Linux Mesa graphics library, potentially signaling the upcoming release of a B770 graphics card.

28. 5. 2025 19:50:07 | tomshardware.com
 Down to $2,999, this high-power gaming PC packs both a 50-series GPU and a 9800X3D CPU

More time gaming and less time putting a PC together. The ABS Stratos Aqua packs both a 9800X3D and RTX 5080 for the best gaming experience.

28. 5. 2025 19:50:07 | tomshardware.com
 Windows Update will soon add app updates to its functionality

Microsoft is consolidating the update process in the new Windows Update orchestration platform which is now available in a private preview.

28. 5. 2025 19:50:06 | tomshardware.com
 AMD acquires Enosemi to enter photonics race — chasing Nvidia into light-based interconnect tech

AMD has acquired photonics firm Enosemi, highlighting a desire to push into photonics and to become a full software stack supplier in the datacenter, chasing Nvidia in bo

28. 5. 2025 19:50:06 | tomshardware.com
 Gigabyte RX 9070 XT thermal gel replacement reportedly lowers VRAM temperatures by 7 degrees

A consumer sent his Gigabyte Aorus Radeon RX 9070 XT Elite 16G to a store to upgrade its thermal solution.

28. 5. 2025 19:50:05 | tomshardware.com