NVIDIA Order Cuts Loom Amid Huang Controversy as AMD and ASICs Eye TSMC Capacity

Huang’s adventures could turn out to be a gift for AMD – Nvidia risks cutting orders for chips

Nvidia suddenly found itself under scrutiny from the public and authorities due to the admission of the company’s CEO Jensen Huang to an extramarital intimate affair; the incident raised concerns about US national security. This raised questions about the possible […]Read more at Aroged

NVIDIA May Cut TSMC Chip Orders Amid Mounting Pressure, Report Claims

NVIDIA may be slowing down its chip orders at TSMC, according to a new report from Taiwan's Commercial Times. The outlet cites unnamed supply chain sources but doesn't name a product, node, size, or timeline. Neither NVIDIA nor TSMC have commented so far, and the claims are single-sourced for now. The report frames this as NVIDIA being squeezed from inside and out. On the inside, there's Jensen Huang's November 8 email to staff, in which he apol…

NVIDIA CEO Huang's Troubles Send Shockwaves Across AI Chip Supply Chains As Chatter Starts About Firm Losing Dominance To Custom ASIC AI Chips

NVIDIA CEO Jensen Huang's latest troubles have generated waves across the supply chain as rumors swirl about a slowdown in orders from the world's largest AI GPU company. With production capacity being tight, the supply chain sources believe that NVIDIA's primary GPU rival, AMD, and others involved in designing custom AI chips called ASICs will be the primary beneficiaries. ASICs Might Turn Out To Be Big Beneficiaries From NVIDIA CEO's Troubles,…

NVIDIA Order Cuts Loom Amid Huang Controversy as AMD and ASICs Eye TSMC Capacity

NVIDIA is facing mounting scrutiny following recent leadership controversies and national security inquiries, sparking industry speculation that the semiconductor giant could slow short-term chip orders. According to reports from supply chain analysts at TrendForce, any pullback in NVIDIA's wafer allocations at TSMC could immediately liberate coveted advanced packaging and foundry capacity for competitors, including AMD and major custom ASIC pro…