Nvidia & TSMC
34 shared events · Importance 12 · Last updated Jul 05, 2026
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Nvidia operates as a major fabless semiconductor customer of TSMC, relying exclusively on the foundry to manufacture its advanced AI chips and GPUs.
International
Nvidia: Nvidia, a major chip company and a significant beneficiary of the AI boom, was a heavy weight on the S&P 500 after falling 3.7%, reflecting investor concerns about AI stock valuations.
TSMC: TSMC, a major chipmaker in Taiwan, was affected by the broader AI stock sell-off, though Taiwan's market showed some resilience.
Jun 03, 2026 · 191 articles
Tech
Nvidia: Nvidia faces increased competition and potential long-term pressure on its pricing power as OpenAI, a major customer, develops its own custom AI chips to reduce dependence on Nvidia's GPUs for inference workloads. While OpenAI will continue to use Nvidia chips for some tasks, this development signals a shift in the AI hardware landscape.
TSMC: TSMC is responsible for the manufacturing of OpenAI's Jalape
no chip, highlighting its crucial role in the global semiconductor supply chain and its importance to advanced AI hardware production.
Jun 24, 2026 · 52 articles
Business
Nvidia: Nvidia was the subject of SoftBank Group's stake sale, which generated a healthy profit for SoftBank Group due to Nvidia's recent market value increase. Nvidia also plans a $100 billion investment in OpenAI.
TSMC: TSMC is a computer chip maker in which SoftBank Group has investments, benefiting from the growth of AI.
Nov 11, 2025 · 6 articles
Business
Nvidia: OpenAI's move to produce its own chips aims to reduce its reliance on Nvidia for chip supply, potentially impacting Nvidia's market share in AI chips.
TSMC: TSMC is expected to fabricate OpenAI's first-generation chip design.
Sep 05, 2025 · 6 articles
International
Nvidia: Nvidia is losing significant market share in China's AI chip market due to US export controls and the rise of domestic competitors like Huawei. The company is pivoting to sell its new Vera CPU in China to regain ground.
TSMC: TSMC uses ASML's machines to make a large share of Nvidia's top AI chips, but China is barred from buying these machines or Nvidia's most powerful AI chips.
Apr 20, 2026 · 20 articles
International
Nvidia: Nvidia's AI chips are at the center of the alleged smuggling operation, with their export to China being restricted by United States regulations. The company's products are being diverted through illegal channels.
TSMC: TSMC manufactures the cutting-edge chips for both Nvidia and AMD, making it a key player in the global semiconductor supply chain affected by these export controls.
Apr 20, 2026 · 34 articles
Business
Nvidia: Nvidia is an AI chipmaker contributing to the high demand for advanced production lines from TSMC.
TSMC: TSMC is currently Apple Inc.'s primary chip manufacturer but faces high demand from AI chipmakers, leading Apple Inc. to seek diversification.
Jun 18, 2026 · 41 articles
Business
Nvidia: Nvidia is currently the dominant supplier of AI processors, but the development of custom chips by companies like Anthropic, OpenAI, Alphabet Inc., and Amazon could gradually reduce the industry's reliance on its hardware.
TSMC: TSMC is a dominant player in the foundry market. A manufacturing agreement between Anthropic and Samsung Electronics could challenge its market position as demand for alternative manufacturing capacity increases.
Jul 02, 2026 · 23 articles
Business
Nvidia: Nvidia is a major customer of SK Hynix, purchasing high-bandwidth memory chips for its AI systems. The partnership between the two companies is crucial for the development of next-generation AI infrastructure.
TSMC: TSMC is mentioned as having reached a trillion-dollar valuation previously, serving as a benchmark for market value in the semiconductor industry.
Apr 20, 2026 · 36 articles
International
Nvidia: Nvidia's latest quarterly results are being watched by investors amid global market uncertainty.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
Business
Nvidia: Nvidia is a public holding that contributed to SoftBank Vision Fund's strongest quarterly performance, and SoftBank Group has taken stakes in it as part of its AI ecosystem strategy.
TSMC: TSMC has been approached by Masayoshi Son for a potential partnership in a proposed $1 trillion AI industrial park.
Sep 18, 2025 · 6 articles
Business
Nvidia: Nvidia is an AI chip company that has benefited from memory makers like Micron Technology prioritizing its orders, contributing to the memory shortage for consumer electronics.
TSMC: TSMC, a producer of advanced chips, has not ruled out price increases, reflecting the industry-wide pressure from rising memory costs.
Jun 17, 2026 · 185 articles
Business
May 14, 2026 · 6 articles
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