Taiwan Semiconductor Manufacturing is pivotal in the semiconductor industry and produces over 50% of global chips. Nvidia relies on TSM for manufacturing its GPUs, crucial for AI models, gaming, and data centers. TSM's recent earnings rose by 40% year-over-year due to strong AI demand and orders for 3nm and 5nm processes. TSM is also accelerating its development of 2nm technology for mass production by late 2025, promising increased performance and efficiency, which provides Nvidia with a competitive edge in the AI market.
Taiwan Semiconductor Manufacturing (TSM) plays a crucial role in Nvidia's potential growth trajectory by providing cutting-edge chips that meet surging AI demand.
TSM accounts for over 50% of global semiconductor production, which is vital for Nvidia's supply chain and ability to meet market demands in AI.
With TSM's advancements in 2nm technology and a commitment to mass production by late 2025, Nvidia is positioned to lead in AI and data center capabilities.
The partnership between TSM and Nvidia ensures high-quality manufacturing and scaling that supports Nvidia's rapid expansion in AI and high-performance computing.
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