NVIDIA's CEO is currently in Taiwan, and it is reported that a key agenda of his meeting with TSMC executives would be securing a 'massive chunk' of 3nm production for AI products.

NVIDIA Could Account for a Major Portion of TSMC's 3nm Production, Intended for Rubin AI Lineup

It appears that the AI frenzy is in full force as of now, as with NVIDIA experiencing Blackwell Ultra ramp-up, the demand for chips has increased massively. According to a report by UDN , it is disclosed that one of Jensen's key reasons for visiting Taiwan is to tour TSMC's fab in Tainan, which is responsible for 3nm mass production. It is claimed that NVIDIA is negotiating an increase in capacity allocation for TSMC's N3 process to secure enough semiconductors to meet the anticipated demand around the next-gen Ve

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