$NVIDIA (NVDA.US)$ has raised orders 25% for $Taiwan Semicon...

TSM earnings: Climb high or deep sigh?

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$NVIDIA(NVDA.US)$ has raised orders 25% for $Taiwan Semiconductor(TSM.US)$ to manufacture its latest AI chips, Blackwell-architecture GPUs, on 4nm process, media report, citing unnamed supply chain sources, who also said production of the new chips will begin soon and could prompt TSMC to raise full year guidance. Strong demand for AI servers with the new Nvidia chips is being driven by $Amazon(AMZN.US)$ , $Alphabet-C(GOOG.US)$ , $Meta Platforms(META.US)$ , $Microsoft(MSFT.US)$ , server maker $Dell Technologies(DELL.US)$ , more.

Shipments of GB200 NVL72 and GB200 NVL36 servers are expected to rise 50% to 60,000 units, up from prior estimates of 40,000, of which GB200 NVL36 servers will account for 50,000 units. GB200 NVL36 servers are expected to cost US$1.8 million on average, with GB200 NVL72 servers at $3 million on average, the report says.

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