TSMC will reportedly construct OpenAI’s in-house chip utilizing its A16 Angstrom node. | Picture credit-TSMC
So how a lot superior will TSMC’s A16 Angstrom node be in comparison with the 2nm chips that may precede them? On the identical working voltage, A16 Angstrom might be 8-10% sooner whereas consuming 20% much less energy. Based mostly on knowledge from 2023, every question submitted to ChatGPT prices OpenAI 4 cents in response to Bernstein analyst Stacy Rasgon. If ChatGPT use continues rising till it hits one-tenth the dimensions of Google Search, the corporate will want $16 billion value of chips yearly which might make this a really worthwhile enterprise for TSMC.
Earlier this 12 months, a rumor circulated that TikTok dad or mum ByteDance was growing an AI chip with its accomplice Broadcom. This chip would have been produced by TSMC utilizing its 5nm course of node. You would possibly surprise how China-based ByteDance might get round U.S. sanctions to staff up with Broadcom. Apparently, there’s a loophole that enables the manufacturing and export of custom-made application-specific built-in chips (ASIC) to China.
ByteDance plans to make use of the in-house chip to run new highly effective AI algorithms for TikTok and the Douyin app out there in China. The corporate additionally has a chatbot it runs in China referred to as Doubao. Whereas ready for TSMC to start out profuction of its in-house chips, ByteDance nonetheless has some stock of chips it bought from NVIDIA earlier than U.S. sanctions started.
