IT Home reported on February 2 that TSMC is operating at full capacity to produce chips for almost all tech giants. Nvidia CEO Jensen Huang, who is currently in Taiwan handling business matters, stated in a media interview that TSMC needs to double its capacity within the next decade to support "the largest infrastructure investment in human history."
Jensen Huang emphasized that TSMC is working very hard, but Nvidia's demand is huge this year, so a large amount of production capacity is needed. He said, "TSMC's production capacity may grow by more than 100% in the next ten years, which is a very significant scale expansion and the largest infrastructure investment in human history. Just to meet Nvidia's demand, it will have to double."
TSMC has already begun expanding its semiconductor wafer fabs, investing heavily in the EU, Japan, the US, and other regions. TSMC also plans to build a complete supply chain in the US, launching a massive expansion project totaling $250 billion (IT Home note: approximately RMB 1.74 trillion at the current exchange rate), covering advanced packaging, semiconductor manufacturing, and R&D centers.
It's worth mentioning that Nvidia was TSMC's first customer for the A16 process node, and has now surpassed Apple to become TSMC's largest customer.
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Jensen Huang emphasized that TSMC is working very hard, but Nvidia's demand is huge this year, so a large amount of production capacity is needed. He said, "TSMC's production capacity may grow by more than 100% in the next ten years, which is a very significant scale expansion and the largest infrastructure investment in human history. Just to meet Nvidia's demand, it will have to double."
TSMC has already begun expanding its semiconductor wafer fabs, investing heavily in the EU, Japan, the US, and other regions. TSMC also plans to build a complete supply chain in the US, launching a massive expansion project totaling $250 billion (IT Home note: approximately RMB 1.74 trillion at the current exchange rate), covering advanced packaging, semiconductor manufacturing, and R&D centers.
It's worth mentioning that Nvidia was TSMC's first customer for the A16 process node, and has now surpassed Apple to become TSMC's largest customer.
英伟达黄仁勋：未来十年台积电产能需翻倍，以支撑人类史上最大规模基础设施投资 - IT之家
英伟达CEO黄仁勋在中国台湾地区表示，为支撑“人类史上最大规模的基础设施投资”，台积电未来十年产能需翻倍。台积电已投入巨资在全球扩建晶圆厂，英伟达现已成为其最大客户。 #科技# #芯片#