NVIDIA and AMD Choosing TSMC as Their Primary Foundry Partner Became One of the Biggest Bets They Ever Made, and It Redefined Dominance

NVIDIA's CEO Jensen Huang and AMD's Lisa Su have recently spoken about how putting their trust in TSMC as a foundry partner was a bet that is now paying off. NVIDIA/AMD Putting Their Trust in TSMC a Few Years Ago Was a Bet That Sounded Irrational Back Then In the modern-day AI industry, chips are becoming a major bottleneck, mainly because the entire supply chain is constrained. But for TSMC, the world's largest foundry, satisfying customer orders has become increasingly complex, and adding new clients, given the company's tendency to show "loyalty" to existing clients like NVIDIA and AMD. If […]

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