Nvidia's AI Takeover Leaves Apple Fighting For Supply - NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor (NYSE:TSM)

Nvidia's AI Takeover Leaves Apple Fighting For Supply - NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor (NYSE:TSM)

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is accelerating capacity expansion as surging AI demand from Nvidia Corp. (NASDAQ:NVDA) puts new pressure on long-standing partners like Apple Inc. (NASDAQ:AAPL). Nvidia CEO Jensen Huang said Taiwan Semiconductor needs to "work very hard" to keep up with rapidly rising demand, warning that Nvidia alone could require the foundry to more than double its chip production capacity over the next d…

NVIDIA CEO says TSMC needs to double capacity in a decade to support historic infrastructure buildout · TechNode

NVIDIA CEO Jensen Huang said in an interview in Taiwan that to support what he described as the largest infrastructure investment in human history, TSMC will need to double its chip production capacity over the next decade. He added that NVIDIA’s demand alone for advanced process nodes would be sufficient to drive TSMC’s capacity expansion by more than 100%. NVIDIA has now become TSMC’s largest customer and was among the first to adopt its A16 p…

Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit

Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible without Taiwan," while warning that soaring AI demand is placing unprecedented pressure on semiconductor, memory, and manufacturing capacity worldwide.

Officials report fastest economic growth in 15 years amid frenzy in single sector: 'We expect [this] demand to continue'

Artificial intelligence is driving massive economic growth in Taiwan, according to the Associated Press. Its economy grew more in 2025 than in the previous 15 years, thanks to exports of artificial intelligence. The 8.6% expansion was spearheaded by Taiwanese tech giant TSMC, which sells chips to Nvidia.  AI is driving a huge part of the global economy, but it isn't without its costs. The huge energy demands of data centers have led to the use o…

AI demand could more than double TSMC capacity: Nvidia CEO

Taipei, Feb. 1 (CNA) Nvidia Corp. CEO Jensen Huang (黃仁勳) said Saturday that Taiwan Semiconductor Manufacturing Co. (TSMC) could expand its production capacity by more than 100 percent over the next decade as surging AI demand strains the global semiconductor supply chain.

TSMC AI capacity: Huang says Nvidia demand could force a doubling

Nvidia CEO Jensen Huang has told reporters in Taipei that Taiwan Semiconductor Manufacturing Co. (TSMC) will have to scale wafer output aggressively to keep up with demand for AI hardware—suggesting Nvidia’s needs alone could push the foundry to more than double its capacity over the next decade. Huang made the remarks after hosting a high-profile […] The post TSMC AI capacity: Huang says Nvidia demand could force a doubling appeared first on ee…