No TSMC, no NVIDIA - A Dream Team in the AI Race Secures the Future of Technology!
NVIDIA's demand for more 3-nanometer wafers confirms the explosive demand for the upcoming AI chip generations Blackwell and Rubin, ensuring record revenues for TSMC!
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The recent developments surrounding NVIDIA CEO Jensen Huang's visit to Taiwan Semi (TSMC) underscore for me that the AI revolution is just beginning. The clear demand for increased production of wafers for the Blackwell chips and their successor Rubin is a strong signal of unabated high demand. Huang's statement, "No TSMC, no NVIDIA," highlights the strategic importance of this partnership. Although TSMC reported the weakest monthly revenue growth since February 2024 at 16.9% for October 2025, I view this as a temporary fluctuation due to the long-term...
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