On October 4th, nvidia CEO Huang Renxun said in an interview with CNBC's "Closing Bell Overtime" that the demand for the company's next-generation ai chip, Blackwell, is insane.

Typical 8-inch wafers consume 250 cubic meters of water per hour, while 12-inch wafers can reach 500 cubic meters. Taiwan Semiconductor's annual wafer production capacity is about 30 million pieces, and it is continuously increasing. According to Taiwan Semiconductor's annual report, the water consumption of Taiwan Semiconductor in 2021 reached 82.8 million cubic meters. If using the Beijing Water Cube as a unit, the annual water consumption would be enough to fill 92.4 Water Cubes.

Genben Junlang