News
NVIDIA's Jensen Huang Reportedly Sole Customer Requesting TSMC 3nm Capacity Boost
Saturday, November 8, 2025 at 05:43 AM
A report suggests that NVIDIA's CEO, Jensen Huang, was the only customer who requested TSMC to increase its 3nm wafer capacity by 35,000 wafers per month. The post also referenced Sam Altman's widely reported, but highly ambitious, goal to raise $7 trillion for a new global chip and AI initiative, and mentioned Broadcom as a company that did not request a capacity increase.
Context
NVIDIA's Jensen Huang has reportedly spurred a significant expansion in TSMC's 3nm production capacity, with the chipmaker expected to boost monthly output by approximately 50%. This increase, from around 100,000-110,000 to 160,000-170,000 wafers per month, is largely driven by the surging demand for NVIDIA's next-generation AI GPUs, including the Blackwell and Rubin lineups. This proactive move by NVIDIA highlights the intense competition for advanced semiconductor manufacturing resources in the booming AI sector.
The substantial capacity increase, estimated to be an additional 35,000 to 50,000 wafers per month, directly responds to NVIDIA's strong order book and its critical role in the AI supply chain. This development is expected to significantly impact TSMC's capital expenditure for 2026, potentially raising it to $48-50 billion. This situation underscores NVIDIA's strategic foresight in securing crucial manufacturing capabilities, positioning it favorably against other hyperscalers in the race for AI dominance.
Sources (9)
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