Nvidia & TSMC
27 shared events · Importance 7 · Last updated May 14, 2026
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Business
Nvidia: Nvidia announced plans to produce up to $500 billion of AI infrastructure in the US, marking a significant expansion of its domestic manufacturing capabilities and strengthening its supply chain. This move is expected to boost its market position and meet growing demand for AI chips.
TSMC: TSMC's new plant in Phoenix has begun production of Nvidia's Blackwell AI chips, playing a crucial role in Nvidia's US manufacturing expansion and reinforcing its position as a key partner in the global semiconductor supply chain.
Apr 14, 2025 · 6 articles
Business
Nvidia: Nvidia is expanding its manufacturing operations to the United States for the first time, aiming to produce AI supercomputer chips domestically. This move strengthens its supply chain and addresses growing demand, potentially boosting its market position.
TSMC: TSMC facilities in Arizona will produce Nvidia's Blackwell chips, playing a crucial role in Nvidia's domestic manufacturing strategy. TSMC also received funding from the CHIPS Act.
Apr 14, 2025 · 7 articles
Business
Nvidia: Nvidia is mentioned as a designer of AI chips that utilize TSMC's CoWoS packaging technology, indicating its reliance on TSMC's advanced manufacturing capabilities.
TSMC: TSMC raised its global semiconductor market forecast to $1.5 trillion by 2030, driven by AI and high-performance computing. It is expanding capacity globally, including in Arizona, Japan, and Germany, to meet this demand.
May 14, 2026 · 6 articles
Business
Nvidia: Nvidia was the subject of SoftBank Group's stake sale, which generated a healthy profit for SoftBank Group due to Nvidia's recent market value increase. Nvidia also plans a $100 billion investment in OpenAI.
TSMC: TSMC is a computer chip maker in which SoftBank Group has investments, benefiting from the growth of AI.
Nov 11, 2025 · 6 articles
Business
Nvidia: OpenAI's move to produce its own chips aims to reduce its reliance on Nvidia for chip supply, potentially impacting Nvidia's market share in AI chips.
TSMC: TSMC is expected to fabricate OpenAI's first-generation chip design.
Sep 05, 2025 · 6 articles
Business
Nvidia: Nvidia has surpassed Apple Inc. as the world's most valuable firm, reflecting investor concerns about Apple Inc.'s pace of innovation in AI.
TSMC: TSMC is the leading producer of AI processors, which are crucial for Apple Inc.'s iPhone production. Limited supply from TSMC has hampered Apple's ability to capitalize on strong demand.
Apr 20, 2026 · 108 articles
Business
Nvidia: Nvidia is a public holding that contributed to SoftBank Vision Fund's strongest quarterly performance, and SoftBank Group has taken stakes in it as part of its AI ecosystem strategy.
TSMC: TSMC has been approached by Masayoshi Son for a potential partnership in a proposed $1 trillion AI industrial park.
Sep 18, 2025 · 6 articles
Business
Nvidia: Nvidia is among the companies whose stocks are now available for perpetual contracts trading on Bybit, highlighting its importance in AI infrastructure discussions.
TSMC: TSMC is a semiconductor company whose stocks are now available for perpetual contracts trading on Bybit.
May 08, 2026 · 6 articles
Business
Nvidia: Nvidia is a customer of high-bandwidth memory for AI chip units, which SK Hynix has been more successful in delivering following the release of ChatGPT.
TSMC: TSMC is mentioned as the only other Asian company besides Samsung Electronics to have a market capitalization of over $1 trillion.
May 12, 2026 · 8 articles
Domestic
Nvidia: Nvidia>>> is mentioned as a dominant player in the AI chip market, highlighting Intel>>>'s struggles and the competitive landscape, but is not directly involved in the main event.
TSMC: TSMC>>> is referenced as a rival that has surpassed Intel>>> in manufacturing edge, providing context to Intel>>>'s challenges but not directly participating in the event.
Aug 07, 2025 · 7 articles
Business
Nvidia: Nvidia is mentioned as a customer for AI chips produced by Samsung Electronics' logic chip division.
TSMC: TSMC (TSMC) is mentioned as a specialized competitor to Samsung Electronics in the semiconductor industry.
May 15, 2026 · 10 articles
Business
TSMC: TSMC's advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology will not be used for Nvidia's new China-specific chip, indicating a simpler manufacturing process due to restrictions.
May 24, 2025 · 6 articles
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