Nvidia fixes Blackwell chip flaw with help from TSMC, mass production back on schedule
Nvidia resolved its Blackwell chip flaw with TSMC, ensuring production by early 2025.
Nvidia has addressed a significant design flaw in its Blackwell AI chips with the crucial help of TSMC. The flaw, which CEO Jensen Huang admitted was entirely Nvidia's fault, caused delays that had implications for major customers like Meta, Google, and Microsoft.
The technical issue arose from the complex packaging technology used in the chips, specifically TSMC's CoWoS-L packaging. By modifying the GPU silicon's top metal layers and bumps, Nvidia improved production yields, enabling mass production to commence later this year.
Despite the initial setback, demand for the Blackwell chips remains robust, with Google, Meta, and Microsoft placing large orders. With shipments beginning in early 2025, the chips' successful launch is crucial for Nvidia to maintain its leadership in high-performance AI computing.