Posted 3/4/2024, 10:40:00 AM
Nvidia Faces AI Chip Competition, But TSMC Aims to Stay Ahead with Manufacturing Capabilities
- Nvidia is a leading AI chip company, but faces growing competition from other chipmakers and tech giants developing their own AI chips
- Eventually we'll need different chips, optimized for running AI applications on devices, not just training models
- Taiwan Semiconductor Manufacturing (TSMC) is the world's largest contract chip manufacturer and works with top companies like Nvidia and Apple
- TSMC has a competitive advantage in leading-edge chip manufacturing capabilities that fuels a virtuous cycle of reinvestment
- Management sees AI driving high-teens percentage of TSMC's revenue by 2027 compared to single digits today on growing demand