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 can precede them? On the similar working voltage, A16 Angstrom could possibly be 8-10% sooner whereas consuming 20% much less energy. Primarily based on information 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 size of Google Search, the corporate will want $16 billion price of chips yearly which may make this a really worthwhile enterprise for TSMC.
Earlier this yr, a rumor circulated that TikTok father or mother ByteDance was creating an AI chip with its companion Broadcom. This chip would have been produced by TSMC utilizing its 5nm course of node. You may surprise how China-based ByteDance may get round U.S. sanctions to crew up with Broadcom. Apparently, there’s a loophole that permits 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 obtainable in China. The corporate additionally has a chatbot it runs in China referred to as Doubao. Whereas ready for TSMC to begin profuction of its in-house chips, ByteDance nonetheless has some stock of chips it bought from NVIDIA earlier than U.S. sanctions started.