It is reported that Nvidia and AMD are about to announce a major strategic decision to join hands with TSMC, the world's leading semiconductor manufacturing service provider, to fully compete in the high-performance computing (HPC) market. This move not only marks the profound layout of the two companies in the AI field, but also signifies a profound adjustment of the global chip market landscape.
According to reports, NVIDIA and AMD have successfully taken over TSMC's advanced packaging capacity for CoWoS (Chip on Wafer on Substrate) and SoIC (System on Integrated Chips) from 2023 to 2024. These two advanced packaging technologies are crucial for achieving miniaturization and high efficiency in high-performance computing chips, and are crucial for promoting the hardware infrastructure construction of AI technology. This collaboration fully demonstrates Nvidia and AMD's ambitious expansion in the AI field, as well as their determination to maintain and expand their leading position in the global chip market.
TSMC President Wei Zhejia expressed high confidence in the future of the AI market. Given the booming development of AI related applications, TSMC has extended the visibility of AI orders until 2028, reflecting strong expectations for sustained growth in this field. Wei Zhejia pointed out that the contribution of server AI processors to TSMC's revenue will double this year, and it is expected that this part of the business will account for a low double-digit percentage of the company's total revenue by 2024. In addition, TSMC predicts that the compound annual growth rate of server AI processors will reach an astonishing 50% in the next five years, and by 2028, the revenue share in this field will exceed 20% of the company's total revenue. These data all reveal the highly optimistic and long-term layout of TSMC for the AI market.
The strong alliance between Nvidia and AMD undoubtedly provides a strong driving force for the deepening application of AI technology and the integration of various industries. Netizens generally believe that this cooperation will not only accelerate the iteration and upgrading of AI technology, promote its large-scale application in multiple industries such as healthcare, transportation, and education, but also enable Nvidia and AMD to occupy a more important position in future market competition. For TSMC, this cooperation is undoubtedly a win-win situation, as it has not only brought significant business growth and growth momentum, but also further solidified its leading role in the global semiconductor industry.