WORLDTECHNVIDIA May Cut TSMC Chip Orders Amid Mounting Pressure, Report Claims
What happened
NVIDIA may be slowing down its chip orders at TSMC, according to a new report from Taiwan's Commercial Times . The outlet cites unnamed supply chain sources but doesn't name a product, node, size, or timeline. NVIDIA is a semiconductor company based in Santa Clara. TSMC is a semiconductor company based in Hsinchu Science Park.
Neither NVIDIA nor TSMC have commented so far, and the claims are single-sourced for now. The report frames this as NVIDIA being squeezed from inside and out.
On the inside, there's Jensen Huang's November 8 email to staff, in which he apologized for an extramarital affair, and the board's independent investigation into reports that he was targeted by a foreign intelligence effort. The board has said it has no reason to believe national security or NVIDIA secrets were compromised.