Nvidia (NASDAQ: NVDA) has secured over 70% of Taiwan Semiconductor Manufacturing Co.s (NYSE: TSM) advanced chip packaging capacity for 2025, as AI-driven demand for high-performance chips surges, Taiwanese media

NVIDIA says TSMC's new $100 billion semiconductor fab investment will be the new 'foundational pillar' of new tech supply chain centered in the USA.

Ming-Chi Kuo has debunked rumors of a major reduction in Nvidia's 2025 CoWoS wafer orders at TSMC, confirming expansion remains on track.

TSMC, the world’s biggest semiconductor manufacturer, produces chips for companies including Apple, Intel and Nvidia.

The Wall Street Journal reports that this afternoon, we’ll hear about how the chipmaker that Apple, Nvidia, and many others rely on “intends to invest $100 billion in chip manufacturing plants in the U.

More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders to major backend packaging and testing providers,

TSMC, the world’s biggest semiconductor manufacturer, produces chips for companies including Apple, Intel and Nvidia.

TSMC, the world’s biggest semiconductor manufacturer, produces chips for companies including Apple, Intel and Nvidia.

It's not entirely clear if the new investment is entirely distinct from the $65 billion TSMC has already said it plans to invest in the US. But at minimum, it's a significant scaling up of that commitment.

Key Takeaways Chipmaking giant TSMC plans to invest $100 billion in U.S.-based chip manufacturing facilities, CEO C.C. Wei announced alongside President Trump on Monday.The investment will go toward three new chip fabrication plants,

Shares in Nvidia (NVDA) slid 8.7% on Monday to their lowest closing price since last September amid reports of the tech giant's artificial intelligence (AI) chips reaching China despite export controls.