# TSMC
Latest news and articles about TSMC
Total: 8 articles found
Jensen Huang’s Taipei Night: Nvidia Reaffirms Taiwan Ties as Supply Chain Faces a ‘Very Tight’ 2026
Nvidia CEO Jensen Huang hosted nearly 40 senior Taiwanese supply‑chain executives in Taipei, using the occasion to thank partners, apologise for recent production disruptions around the Grace Blackwell platform, and warn that 2026 will be "extremely tight" for memory and packaging supply. He confirmed Nvidia’s participation in OpenAI’s next financing round, reaffirmed the company’s full‑stack strategy versus ASIC competition, and underlined Taiwan’s indispensable role in Nvidia’s success.
Microsoft’s Maia 200 Raises the Stakes in the Cloud AI Chip War
Microsoft has started deploying its Maia 200 AI accelerator built on TSMC 3nm, claiming substantial performance and cost advantages versus Amazon’s Trainium and Google’s TPU. The chip — designed to run large models efficiently at low power — is part of Microsoft’s strategy to secure more predictable, cheaper AI compute for Azure and to lessen reliance on Nvidia. An SDK preview is available to developers, while broader cloud rental availability is promised for the future.
Microsoft Unveils Maia 200 AI Chip to Wean Azure Off Nvidia
Microsoft has deployed Maia 200, its second‑generation AI chip built by TSMC, to some data centres and released developer control software, positioning the company to reduce dependence on Nvidia. Wider availability to Azure customers remains unspecified, but the move intensifies a trend of cloud providers building custom accelerators to control costs, supply risk and performance.
From Chips to Fields: China’s Week in Markets, AI Supply Chains and Tech Control
Nvidia’s Jensen Huang confirmed that Nvidia has overtaken Apple as TSMC’s largest customer, signalling a permanent shift of chip demand toward AI infrastructure. Domestically, China reported record grain output and continued construction of high‑standard farmland while expanding duty‑free shopping and tightening controls around software that accesses WeChat data. The mix of industrial reorientation, food-security measures and stricter digital governance will shape supply chains, markets and developer ecosystems.
Nvidia Overtakes Apple as TSMC’s Biggest Client, Underscoring AI’s Grip on the Chip Supply Chain
Jensen Huang confirmed that Nvidia has become TSMC’s largest customer, replacing Apple. The shift reflects booming demand for AI accelerators, with implications for TSMC’s capacity allocation, industry pricing power, and geopolitical supply‑chain risk.
China Stocks Open Higher as Chip and Storage Names Lead a Tech-Heavy Rally
Chinese stock markets opened higher as semiconductor and storage‑chip stocks outperformed, buoyed by company profit forecasts and plans to expand wafer‑level packaging capacity. Broader market moves were uneven, with commodity and precious‑metals names lagging and speculative small‑caps showing continued volatility.
Global 8‑inch Wafer Market Tightens as Chip Giants Cut Capacity — China Fabs Cash In with Price Hikes
A supply squeeze in 8‑inch wafer manufacturing, driven by capacity cuts at TSMC and Samsung and growing AI‑era demand for power and analog chips, has pushed prices up by roughly 5–20%. Chinese mainland foundries including SMIC and Hua Hong are filling the gap, raising prices and running near full capacity, but the longer‑term migration to 12‑inch production continues to shape the market.
China’s Humanoid Drive Hits a New Constraint: Training Data, Not Motors
China’s humanoid-robot sector is confronting a new chokepoint: the scarcity and high cost of high-quality training data. Companies and regional innovation centres are building motion-capture factories, standardised datasets and synthetic pipelines to turn robots that can move into robots that are practically useful, even as memory and chip supply constraints threaten overall scaling.