Nvidia's New Chip "Delayed": How Big is the Impact on TSMC?
According to analysts and experts, $NVDA.US$ 's Blackwell chip is being redesigned, potentially affecting third-quarter production schedules. However, with $TSM.US$ 's capacity ramping up in Q4, the delay will be offset, and chips are expected to be delivered on schedule in Q4, with minimal impact on server shipments in Q1 2025.
Impact on TSMC:
JPMorgan expects GB200 capacity expansion to slow in H2 2024 but significantly expand in 2025. Despite initial production challenges, Blackwell-related GPU shipments in 2025 are still expected to exceed 4.5 million units. TSMC's revenue is expected to remain relatively stable.
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