10/17/2024, 10:20 AM UTC
英伟达台积电联盟，出现裂缝NVIDIA TSMC Alliance Shows Cracks
<p>➀ 英伟达和台积电这对AI芯片业务中最有利可图的伙伴关系正因英伟达新Blackwell芯片的生产问题而显现紧张。</p><p>➁ 英伟达工程师在测试中发现芯片存在潜在设计缺陷，导致芯片在数据中心常见的高压环境中出现故障。</p><p>➂ 台积电员工认为，英伟达在生产过程中的仓促要求也是问题原因之一。</p><p>➃ 目前英伟达Blackwell芯片的大规模生产计划推迟至第四季度，并产生了额外的费用。</p><p>➀ The partnership between NVIDIA and TSMC, one of the most profitable in AI chip business, is showing signs of tension due to production issues with NVIDIA's new Blackwell chip.</p><p>➁ Issues with the chip, including potential design flaws, were discovered during testing by NVIDIA engineers.</p><p>➂ TSMC employees believe that NVIDIA's rushed production requirements contributed to the problems.</p><p>➃ NVIDIA's Blackwell chip mass production plan is delayed to the fourth quarter, with additional costs incurred.</p>
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