The last major semiconductor shortage happened during the Covid-19 pandemic amid supply chain disruption and a rise in demand for consumer electronics as people were forced to stay and work at home.
These GPUs which are housed in data centers are critical for the training of huge AI models which underpin applications like OpenAI’s ChatGPT.
Bain said demand for GPUs and AI consumer electronics could be the cause of a chip shortage.
The semiconductor supply chain is spread across multiple companies.
“Geopolitical tensions, trade restrictions, and multinational tech companies’ decoupling of their supply chains from China continue to pose serious risks to semiconductor supply.
Persons:
Bain, Anne Hoecker, TSMC, ” Bain
Organizations:
Bain & Co, Technology, Nvidia, Qualcomm, Samsung, Microsoft, Bain, CNBC, Taiwan Semiconductor Manufacturing Co, Samsung Electronics, Washington
Locations:
Americas, Taiwan, Netherlands, U.S, China