Dan (Other Regular Contributor)
Regular SemiAnalysis contributor who reports conference takeaways (OFC/GTC) and explains co-packaged optics (CPO) and optical interconnect developments for listeners.
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Mar 27, 2026 • 58min
The AI Silicon Shortage Explained: TSMC, Nvidia CPO, Memory Crisis & What Comes Next
Dan, a SemiAnalysis contributor who reports conference takeaways and explains CPO and optical interconnects. Ivan Chiam, an analyst modeling AI compute demand and memory dynamics. Sravan Kundojjala, a foundry and memory market analyst tracking TSMC allocation. They map the AI silicon shortage, TSMC capacity choices, memory/HBM pressure, GPU rental pricing, and Nvidia's co‑packaged optics roadmap in short, punchy conversations.
