NVIDIA Demand Spurs TSMC to More Than Double Capacity Over the Next Decade
TL;DR Summary
NVIDIA's Jensen Huang says TSMC must expand production by more than 100% over the next decade to meet NVIDIA’s demand, underscoring a long-running AI hardware boom. TSMC is pursuing aggressive capex and fab expansion, including a major US-builtout, shifts to newer nodes (3nm to A16), and capacity prepayments that secure a large share for NVIDIA. The development highlights NVIDIA as TSMC’s largest customer and signals sustained, multi-year growth in AI infrastructure需求.
- TSMC Needs to Double Production Over the Next Decade Just to Meet NVIDIA’s Demand, Says Jensen Huang, Highlighting the Future Scale of the AI Boom Wccftech
- 'People's dad' Jensen Huang praises, pushes Nvidia suppliers on mobbed Taiwan visit Reuters
- TSMC Founder Morris Chang Makes First Public Appearance In A Year, Meets Nvidia CEO Jensen Huang For Dinner In Taipei Yahoo Finance
- Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield Tom's Hardware
- Nvidia's Jensen Huang dismisses threat from custom silicon at Taipei supplier dinner Taiwan News
Reading Insights
Total Reads
1
Unique Readers
14
Time Saved
3 min
vs 4 min read
Condensed
90%
721 → 73 words
Want the full story? Read the original article
Read on Wccftech