TSMC Expands 3nm Production to Meet Nvidia’s Surging AI Chip Demand
TSMC has accelerated its 3nm wafer production in Taiwan to 160,000 units monthly, primarily to satisfy Nvidia's insatiable demand for advanced semiconductors. The chipmaker's Blackwell GPU lineup and AI-focused hardware require unprecedented wafer volumes, with CEO Jensen Huang calling TSMC's support pivotal to Nvidia's dominance in artificial intelligence infrastructure.
Market capitalization milestones underscore the stakes - Nvidia recently became the first $5 trillion chip firm, a valuation TSMC's CEO wryly acknowledged by dubbing Huang the 'five-trillion-dollar man'. Yet breakneck growth brings supply chain strains. Huang anticipates intermittent shortages across components, though memory partners SK Hynix, Samsung and Micron are scaling production to match Nvidia's requirements.