Why AI Chips Made In The U.S. Are Being Sent To Taiwan — Creating A Major Bottleneck
This is a chip made by Taiwan Semiconductor Manufacturing [music] Company, and we're here at its California offices for a rare interview about one of the next big bottlenecks [music] in the race to make enough chips to power AI, advanced packaging. We build the silicon, we get the the HBM from the memory vendors, and then we build up the organic interposer in our packaging fab and do the pick and place. But right now, TSMC sends [music] almost every chip like this, even the ones made in the US, back to Taiw ...