ai mac release delayed: gpu shortage strikes apple

2025-06-19 general

cupertino, Thursday, 19 June 2025.
Apple’s new AI Macs face delays. A global shortage of advanced GPUs is to blame. This shortage stems from the AI content boom. Training generative AI models needs 10,000 times more computing power. The crisis impacts Nvidia, ASML, and TSMC. The article highlights challenges in the semiconductor industry. It also suggests investment opportunities. Nvidia’s AI tools account for 40% of its revenue. TSMC’s margins hit 52% in 2024, illustrating the financial implications of this surge.

gpu demand soars with ai

The surge in demand for advanced GPUs is primarily fueled by the AI content boom [1]. Training generative AI models requires significantly more computing power [1]. Generative AI models need approximately 10,000 times more computing power than traditional software [1]. This exponential increase in demand has created a semiconductor gold rush [1]. The AI sector now accounts for a substantial portion of semiconductor revenue growth [1]. Generative AI training represents 19% of global semiconductor revenue growth, a notable increase from 5% in 2023 [1].

nvidia’s market position

Nvidia stands as a key player in the AI content creation ecosystem [1]. The company’s AI tools contribute significantly to its overall revenue [1]. Approximately 40% of Nvidia’s revenue is derived from its AI tools [1]. This strong market position has positively impacted Nvidia’s stock performance [1]. Since early 2023, Nvidia’s stock price has increased by 140% due to the surge in AI demand [1]. Experts recommend investors closely monitor Nvidia (NVDA), Advanced Micro Devices (AMD), and Taiwan Semiconductor Manufacturing Company (TSMC) [1].

tsmc expands capacity

TSMC plays a crucial role in the semiconductor supply chain [1]. The company is expanding its advanced packaging capacity to meet rising demand [1]. TSMC’s advanced packaging capacity is currently at 70,000 wafers per month and is projected to increase to 90,000 by 2026 [1]. TSMC’s financial performance reflects the robust demand for its services [1]. In 2024, TSMC’s margins reached 52%, indicating strong profitability in the face of high demand [1]. The company is considered a vital investment in the AI-driven semiconductor boom [1].

industry-wide talent shortage

Beyond the hardware constraints, the semiconductor industry is grappling with a significant talent shortage [1]. The industry requires over 100,000 skilled workers annually through 2030 to sustain growth and innovation [1]. This shortage could further exacerbate production bottlenecks and delay product timelines [1]. Companies are investing in training and development programs to address this critical gap [GPT]. Addressing the talent shortage is essential to capitalize on the opportunities presented by the AI content boom [1].

investment strategies

Investors seeking exposure to the semiconductor industry can consider several strategies [1]. One approach is to add individual stocks like NVDA, AMD, and TSM to their watchlist [1]. Another option is to consider exchange-traded funds (ETFs) such as SOXX, which provide diversified exposure to the semiconductor sector [1]. Experts emphasize that the AI-driven demand for semiconductors represents a structural shift rather than a temporary trend [1]. They advise investors not to miss the opportunities presented by this semiconductor gold rush [1].

Bronnen

gpu demand chip shortage