From Barchart: 2025-02-24 04:43:21

Nvidia has reserved over 70% of TSMC’s advanced chip packaging capacity for 2025, driven by high demand for AI chips like the Blackwell AI processors. Major tech firms like Microsoft, Google, Meta, and Amazon are increasing AI infrastructure spending, benefiting both Nvidia and TSMC.

Nvidia’s share of TSMC’s CoWoS capacity has grown from 60% to over 70% for 2025, showcasing its dominance in AI chips. TSMC, as the largest contract chipmaker, is expanding operations to meet the rising demand for AI chips fueled by tech giants’ capital expenditures.

Investors are eagerly awaiting Nvidia’s Q4 earnings to gauge the company’s growth in the AI sector. TSMC’s position as the primary provider of advanced chip packaging positions it well to capitalize on the expanding AI chip market driven by continued investment from hyperscalers.

With Nvidia at the forefront of AI chip production and TSMC’s strategic role in advanced packaging, investors should closely monitor earnings reports, AI capital spending trends, and TSMC’s expansion strategies to gain insights into Nvidia’s long-term growth in the AI sector.



Read more at Barchart:: Nvidia (NASDAQ:NVDA) Secures Over 70% of TSMC’s Ad…