Chips and hardwareUpdated Yesterday

Report: Nvidia may slow chip orders at TSMC

TechPowerUp reported that Taiwan’s Commercial Times, citing unnamed supply-chain sources, said Nvidia may be slowing chip orders at TSMC. Wccftech said AMD and designers of custom AI chips, including application-specific integrated circuits (ASICs), could potentially benefit if Nvidia reduces orders and capacity becomes available. Neither a change in Nvidia’s orders nor any resulting gain for rivals is confirmed. The reports give no details on the products or manufacturing nodes involved, the possible scale of a slowdown, or its timing. TechPowerUp said Nvidia and TSMC had not commented as of its publication.

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Coverage started Yesterday