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Nvidia Part III: The Dawn of the AI Era (2022-2023)

4107.782 - 4122.052 Ben Gilbert

Yes. So this gets to the point of why can't they seem to make enough chips right now? Well, it's literally a TSMC capacity problem. So there's these two components that are extremely related that you're talking about, the CoAus chip-on wafer-on substrate and the high bandwidth memory.

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