
TSMC Drops 18-Month AI Chip Crunch Reality Check
TSMC says the GPU shortage lasts another 18 months. AI startups are screwed, Big Tech is hoarding silicon, and your GPT-5 dreams just got postponed.

TSMC says the GPU shortage lasts another 18 months. AI startups are screwed, Big Tech is hoarding silicon, and your GPT-5 dreams just got postponed.

AMD's 153-billion-transistor MI300X posts competitive benchmarks against NVIDIA's H100. The AI chip monopoly just got its first real challenger—but software remains AMD's Achilles heel.