Hardware1 hOctober 1, 2026, 08:14

AWS Trainium 3 shipments stall as supply chain tightens

AWS's Trainium 3 shipments are running behind expectations, according to Digitimes. The shortfall reflects broader pressure across the AI hardware supply chain, including tight 3nm, 2nm and CoWoS capacity at TSMC and ABF substrate bottlenecks.

Digitimes

Open source

AWS Trainium 3 shipments stall as supply chain tightens

AWS Trainium 3 shipments are behind expected schedule
TSMC keeps 3nm, 2nm and CoWoS capacity tight
ASIC shipments to top GPUs in 2027 on ABF substrate limits
Google TPU pays back investment in 1 year, boosting MediaTek and Broadcom

#AWS#Trainium#TSMC#Google

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