TSMC's quarterly sales hit $30B – plans over 15 new fabs to meet AI demand

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sylware · 6h ago

nvidia 5090: 400W, latest silicon process. AMD is not even trying to manufacture a competitor in this class.

Evening in a modern country: 10 millions of people play their favorite greedy 3D games to change their mind, 400 * 10 millions = 4GW for the GPUs with electrical grid spreading. I start to understand why nintendo and sony manufacture gaming consoles kind of caring a lot about the power envelope.

I wonder if 1kW GPUs will happen... you know with those 15 new fabs (and they better start to put some far away from tw, unfortunately).

I'm Peter Roberts, immigration attorney who does work for YC and startups. AMA

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TSMC's quarterly sales hit $30B – plans over 15 new fabs to meet AI demand

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