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By Anton Shilov published 6 hours ago
Using forward thinking to ensure dominance.
Being the world's largest supplier of processors for AI applications requires Nvidia to stay ahead of rivals in terms of technology and supply. To that end, Nvidia books the vast majority of TSMC's CoWoS capacity and is becoming actively engaged in the broader AI supply chain. To ensure that its clients get the Blackwell and Rubin-based machines they need, Nvidia this week booked an entire Wistron server plant in Taiwan to build AI servers, according to Economic Daily.
"Semiconductor stocks declined Friday following a report that the U.S. is weighing measures that would terminate waivers allowing some chipmakers to send American technology to China.
Commerce Department official Jeffrey Kessler told Samsung Electronics
, SK Hynix
and Taiwan Semiconductor this week that he wanted to cancel their waivers, which allow them to send U.S. chipmaking tech to their factories in China, the Wall Street Journal reported, citing people familiar with the matter."
