Nvidia hopes TSMC will supply more wafers to meet strong AI demand.
The price of TSMC’s chip manufacturing process below 5nm will increase by about 8-10% starting 2026, which will significantly increase the cost of the iPhone 18.
TSMC 3nm process orders are surging: Nvidia has increased its investment, and Amazon and Google are also vying for the technology.
AMD 2nm Venice CPU and MI400 AI chip will be released in 2026.
Demand for Nvidia’s Blackwell chips is booming, and Jensen Huang strongly supports the collaboration with TSMC. Samsung, SK Hynix, and Micron have all expanded their production capacity to support Nvidia.
SanDisk significantly increased its NAND flash memory contract prices by as much as 50% in November 2025.
Tesla dual-factory strategy for its AI5 chip will begin trial production in 2026, with performance expected to be up to 5 times faster.
OpenAI is calling for an expansion of tax credits under the Chip Act to support the development of AI.
Google plans to build an AI data center on Christmas Island to enhance digital resilience in the Indo-Pacific region.
