TSMC Says in the 'NVIDIA vs ASIC War', It Will Always Win as Customers From Both Sides Turn to the Chip Giant for Foundry Orders

TSMC is well aware of the growing rivalry between GPU customers and ASICs, but the firm apparently doesn't worry much, as chip orders from both sides come directly to the Taiwan giant.

TSMC Has Managed to Play 'From Both Sides' of the NVIDIA vs ASIC Competition, Being an Important Part of the Supply Chain

The AI industry is experiencing growing compute demands every day, and firms like NVIDIA and AMD are struggling to keep up with the requirements from Big Tech, at least for now. At the same time, companies like Amazon, Google, and OpenAI are pursuing custom AI silicon to ensure they remain less reliant on GPU manufacturers and scale up their AI computing capabilities. There's a thesis that ASICs pose a threat to the dominance of companies like NVIDIA , but for TSMC, this aspect isn't