据Digitimes报道，全球领先的图形处理器制造商英伟达（Nvidia）的H100 AI GPU供应紧张局面出现明显缓解。台积电台湾地区总经理Terence Liao透露，H100 GPU的交货等待时间已从最初的3-4个月大幅缩短至目前的2-3个月，即8-12周。这一积极变化表明，芯片制造巨头台积电在提升产能和优化生产流程方面取得了显著进展。
这一消息对依赖英伟达H100 GPU的服务器代工厂商来说无疑是一大利好。这些厂商在2023年初曾面临几乎无法采购到该高端GPU的困境。现在，随着供应瓶颈的逐步缓解，他们有望提高生产效率，满足市场对高性能计算和人工智能应用日益增长的需求。
英伟达的H100 GPU是专为数据中心和高性能计算设计的顶级产品，广泛应用于深度学习、数据分析和云计算等领域。此前的供应短缺对全球科技行业，特别是AI和大数据处理领域，产生了不小的影响。如今，交货时间的缩短将有助于稳定市场预期，促进相关产业的健康发展。
尽管供应情况有所改善，但考虑到全球半导体市场的波动性，业界仍需密切关注英伟达和台积电的产能动态，以确保持续满足市场对先进GPU的需求。同时，这也反映出在全球供应链面临挑战的背景下，制造商与供应商之间的紧密合作对于缓解供应压力的重要性。
英语如下：
**News Title:** “Nvidia H100 AI GPU Shortage Eases: Delivery Times Cut to 2-3 Months”
**Keywords:** Nvidia H100, GPU shortage, delivery time reduction
**News Content:**
**Title:** Nvidia H100 AI GPU Shortage Significantly Improves, Delivery Times Cut to 2-3 Months
According to Digitimes, the global leader in graphics processing units (GPUs), Nvidia, has seen a noticeable easing of the shortage for its H100 AI GPU. TSMC’s Taiwan General Manager, Terence Liao, disclosed that the waiting time for H100 GPU deliveries has decreased from an initial 3-4 months to the current 2-3 months, or 8-12 weeks. This positive development indicates that chip manufacturing giant TSMC has made substantial progress in boosting production capacity and optimizing manufacturing processes.
This news is a significant relief for server original design manufacturers (ODMs) that rely on Nvidia’s H100 GPUs, which faced difficulties sourcing the high-end GPU at the beginning of 2023. With the easing of the supply bottleneck, they are now poised to enhance production efficiency and cater to the growing market demand for high-performance computing and AI applications.
Nvidia’s H100 GPU is a top-tier product designed for data centers and high-performance computing, widely used in deep learning, data analytics, and cloud computing. The previous shortage had a considerable impact on the global tech industry, particularly the AI and big data processing sectors. The reduction in delivery times will help stabilize market expectations and promote the healthy development of related industries.
While the supply situation has improved, the semiconductor industry will need to closely monitor Nvidia’s and TSMC’s production capacity dynamics, given the volatility of the global semiconductor market, to ensure the continued meeting of advanced GPU demand. This also underscores the importance of close collaboration between manufacturers and suppliers in alleviating supply pressures amid challenges in the global supply chain.
【来源】https://www.ithome.com/0/761/155.htm
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