Over dinner and Taiwan Beer, Jensen Huang wasn’t just celebrating — he was strategizing.When Nvidia’s “AI Prophet” visited TSMC’s 3nm fab in Tainan this November, the gathering looked casual on the surface: laughter, selfies, and hot pot with TSMC’s top brass. But behind the warmth was quiet urgency.
AI demand is surging faster than even TSMC expected, and its 3nm lines are running flat-out. As rivals like AMD and Google move into 2nm, Huang is racing to lock down every wafer he can — even booking more capacity than NVIDIA needs. For the man who once declared “Moore’s Law is dead,” that’s quite a shift.
cwnewsroom.substack.com
AI demand is surging faster than even TSMC expected, and its 3nm lines are running flat-out. As rivals like AMD and Google move into 2nm, Huang is racing to lock down every wafer he can — even booking more capacity than NVIDIA needs. For the man who once declared “Moore’s Law is dead,” that’s quite a shift.
Why Is Jensen Huang Getting Nervous About TSMC’s 3nm Shortage?
Liang-rong Chen
cwnewsroom.substack.com