Behind the delay in Blackwell's shipments: Nvidia and Taiwan Semiconductor were exposed to "internal strife", one side blamed packaging technology, the other side claimed to be forced to rush.
Some nvidia engineers believe that the issues with the Blackwell chip partly stem from design flaws, while others think they are due to Taiwan Semiconductor's use of new technology to package different chips; Taiwan Semiconductor employees feel that nvidia rushed the production process and did not leave enough time to address the problems; when shareholders came to inquire about the delayed shipment of Blackwell, Taiwan Semiconductor's investor relations department shifted the blame to nvidia. Although these issues are not enough to impact the nearly thirty years of cooperation between the two companies, they highlight that while the AI business is profitable, the pressure that nvidia places on Taiwan Semiconductor is increasing.
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