{"id":295110,"date":"2025-02-10T08:35:17","date_gmt":"2025-02-10T16:35:17","guid":{"rendered":"https:\/\/sftarticles.wpenginepowered.com\/es\/?p=347923"},"modified":"2025-07-01T15:25:55","modified_gmt":"2025-07-01T22:25:55","slug":"tsmc-and-nvidia-team-up-in-response-to-the-challenge-from-deepseek","status":"publish","type":"post","link":"https:\/\/cms-articles.softonic.io\/en\/tsmc-and-nvidia-team-up-in-response-to-the-challenge-from-deepseek\/","title":{"rendered":"TSMC and Nvidia team up in response to the challenge from DeepSeek"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">As you well know, <a href=\"https:\/\/www.softonic.com\/articulos\/un-laboratorio-chino-presenta-un-modelo-de-ia-de-razonamiento-capaz-de-competir-con-openai\" title=\"DeepSeek is an innovative free and open-source Chinese AI model\">DeepSeek is an innovative free and open-source Chinese AI model<\/a>, which has challenged existing notions about hardware requirements in artificial intelligence (AI) training.<\/p>\n\n<div class=\"sc-card-program\">\r\n  <div class=\"sc-card-program__body\">\r\n    <div class=\"sc-card-program__row clearfix\">\r\n      <div class=\"sc-card-program__col-logo\">\r\n        <img decoding=\"async\" class=\"sc-card-program__img\" alt=\"DeepSeek\" src=\"https:\/\/images.sftcdn.net\/images\/t_app-icon-s\/p\/eb86f4a1-c347-4209-bc4c-2ce9257d4f8b\/76863997\/deepseek-logo\" width=\"100px\" height=\"100px\">\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-title\">\r\n        <span class=\"sc-card-program__title\">DeepSeek<\/span>\r\n        <a class=\"sc-card-program__button sc-card-program-internal\" href=\"https:\/\/deepseek.en.softonic.com\/android\" target=\"_self\" rel=\"noopener noreferrer\">DOWNLOAD<\/a>\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-rating\">\r\n        <svg class=\"rating-score__content\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" x=\"0\" y=\"0\" viewbox=\"0 0 50 50\" enable-background=\"new 0 0 50 50\" xml:space=\"preserve\"><path class=\"rating-score__background rating-score--good\" fill=\"none\" stroke-width=\"6\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><path class=\"rating-score__value rating-score__value--0\" fill=\"none\" stroke-width=\"6\" stroke-dashoffset=\"0\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><text class=\"rating-score__number\" content=\"\" text-anchor=\"middle\" transform=\"matrix(1 0 0 1 25 31.0837)\" data-auto=\"app-user-score\"><\/text><\/svg>\r\n      <\/div>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <span class=\"sc-card-program__description\"><\/span>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <img decoding=\"async\" class=\"sc-card-program__bigpic\" src=\"\" onerror=\"this.style.display='none'\">\r\n    <\/div>\r\n    <a class=\"sc-card-program__link track-link sc-card-program-internal\" href=\"https:\/\/deepseek.en.softonic.com\/android\" target=\"_self\" rel=\"noopener noreferrer\"><\/a>\r\n  <\/div>\r\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Their approach has caused a notable drop in the market value of several U.S. tech companies, traditionally dominated by NVIDIA&#8217;s advanced hardware.<\/p>\n\n\n<p class=\"wp-block-paragraph\"><strong>Despite DeepSeek claiming to use only 2,048 NVIDIA H800 chips, analysts have questioned this figure<\/strong>, suggesting that the actual number of GPUs involved could be around 50,000, creating uncertainty about the model&#8217;s costs.<\/p>\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">TSMC shares tumbled by up to 6.6%, playing catch up to a global selloff in AI-linked stocks due to DeepSeek <a href=\"https:\/\/t.co\/eBps6ktcZv\">https:\/\/t.co\/eBps6ktcZv<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/1886224401860907364?ref_src=twsrc%5Etfw\">February 3, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n<h2 class=\"wp-block-heading\">60,000 wafers per month during 2025 to avoid bottlenecks<\/h2>\n\n\n<p class=\"wp-block-paragraph\">According to a report by SemiAnalysis, it is estimated that among these GPUs there are at least 10,000 H100 and another 10,000 H800, in addition to trimmed versions like the H20.<\/p>\n\n\n<p class=\"wp-block-paragraph\">The AI model from DeepSeek, which has 671 billion parameters, <strong>allegedly cost 5.6 million dollars, a figure that might not reflect the actual expenditure<\/strong>. This situation has sown skepticism in the industry about the viability and the genuine resources of the Chinese company.<\/p>\n\n\n<p class=\"wp-block-paragraph\">In response to this context of uncertainty, TSMC, the Taiwanese semiconductor giant, has announced a five-year expansion plan aimed at increasing its integrated circuit manufacturing capacity using its advanced CoWoS packaging technology.<\/p>\n\n\n<p class=\"wp-block-paragraph\">This expansion is partly a reaction to <a href=\"https:\/\/www.softonic.com\/articulos\/nvidia-acaba-de-presentar-el-chip-mas-potente-del-mundo-para-inteligencia-artificial\" target=\"_blank\" rel=\"noopener\" title=\"the growing demand for NVIDIA's Blackwell microarchitecture GPUs\">the growing demand for NVIDIA&#8217;s Blackwell microarchitecture GPUs<\/a>, which will allow the company to better meet the needs of its customers and strengthen its position in the market against rivals like DeepSeek.<\/p>\n\n<div class=\"sc-card-program\">\r\n  <div class=\"sc-card-program__body\">\r\n    <div class=\"sc-card-program__row clearfix\">\r\n      <div class=\"sc-card-program__col-logo\">\r\n        <img decoding=\"async\" class=\"sc-card-program__img\" alt=\"DeepSeek\" src=\"https:\/\/images.sftcdn.net\/images\/t_app-icon-s\/p\/eb86f4a1-c347-4209-bc4c-2ce9257d4f8b\/76863997\/deepseek-logo\" width=\"100px\" height=\"100px\">\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-title\">\r\n        <span class=\"sc-card-program__title\">DeepSeek<\/span>\r\n        <a class=\"sc-card-program__button sc-card-program-internal\" href=\"https:\/\/deepseek.en.softonic.com\/android\" target=\"_self\" rel=\"noopener noreferrer\">DOWNLOAD<\/a>\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-rating\">\r\n        <svg class=\"rating-score__content\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" x=\"0\" y=\"0\" viewbox=\"0 0 50 50\" enable-background=\"new 0 0 50 50\" xml:space=\"preserve\"><path class=\"rating-score__background rating-score--good\" fill=\"none\" stroke-width=\"6\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><path class=\"rating-score__value rating-score__value--0\" fill=\"none\" stroke-width=\"6\" stroke-dashoffset=\"0\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><text class=\"rating-score__number\" content=\"\" text-anchor=\"middle\" transform=\"matrix(1 0 0 1 25 31.0837)\" data-auto=\"app-user-score\"><\/text><\/svg>\r\n      <\/div>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <span class=\"sc-card-program__description\"><\/span>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <img decoding=\"async\" class=\"sc-card-program__bigpic\" src=\"\" onerror=\"this.style.display='none'\">\r\n    <\/div>\r\n    <a class=\"sc-card-program__link track-link sc-card-program-internal\" href=\"https:\/\/deepseek.en.softonic.com\/android\" target=\"_self\" rel=\"noopener noreferrer\"><\/a>\r\n  <\/div>\r\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">The new TSMC plants, located in Chiayi, Taiwan, will be crucial in this growth. <strong>With the capacity to process up to 60,000 wafers per month during 2025,<\/strong> TSMC is actively preparing to avoid future production bottlenecks and ensure its competitiveness in an increasingly challenging market.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As you well know, DeepSeek is an innovative Chinese AI model that is free and open-source, which has challenged existing notions about hardware requirements in artificial intelligence (AI) training. Its approach has led to a notable drop in the market value of several U.S. tech companies, traditionally dominated by NVIDIA&#8217;s advanced hardware. Although DeepSeek claims to use only 2,048 NVIDIA H800 chips, analysts have questioned this figure, suggesting that the actual number of GPUs involved could be around 50,000, creating uncertainty about the model&#8217;s costs. 60,000 wafers per month [&hellip;]<\/p>\n","protected":false},"author":9317,"featured_media":295120,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","wpcf-pageviews":1},"categories":[1015],"tags":[4793],"usertag":[],"vertical":[],"content-category":[6771],"class_list":["post-295110","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-nvidia","content-category-ai"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts\/295110","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/users\/9317"}],"replies":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/comments?post=295110"}],"version-history":[{"count":1,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts\/295110\/revisions"}],"predecessor-version":[{"id":309795,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts\/295110\/revisions\/309795"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/media\/295120"}],"wp:attachment":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/media?parent=295110"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/categories?post=295110"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/tags?post=295110"},{"taxonomy":"usertag","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/usertag?post=295110"},{"taxonomy":"vertical","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/vertical?post=295110"},{"taxonomy":"content-category","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/content-category?post=295110"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}