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NVIDIA Strengthens AI Chip Supply Chain with TSMC Partnership and US Investment

Jul 13, 2025 (20 days ago)
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NVIDIA Strengthens AI Chip Supply Chain with TSMC Partnership and US Investment
NVIDIA (NVDA) deepens its AI chip supply chain through a strategic partnership with TSMC and significant investments in U.S. manufacturing facilities.

NVIDIA's AI Chip Supply Chain and TSMC Partnership

  • Taiwan Semiconductor Manufacturing Company (TSMC) has established itself as a key player in NVIDIA's AI chip supply chain, ensuring a stable source of advanced GPUs1
  • TSMC is investing over $100 billion in U.S. facilities, including Arizona, which are already shipping products to major tech firms like NVIDIA1

NVIDIA's AI Market Growth and Dominance

  • The AI market is projected to grow from $190 billion in 2023 to nearly $5 trillion by 2033, with NVIDIA holding an estimated 90% of the AI GPU market4
  • NVIDIA's sales have more than doubled, with expectations of a 50% increase this year, driven by superior hardware and software offerings4

Leadership and Cultural Impact

  • CEO Jensen Huang is credited with fostering a culture of gratitude and shared success, contributing to NVIDIA's growth and success3
  • Huang's leadership style emphasizes community and collaboration, making him a key factor in NVIDIA's competitive edge3

Strategic Partnerships and Confidence in AI Demand

  • NVIDIA purchased a quarter of CoreWeave's IPO, signaling confidence in CoreWeave's AI GPU demand and reinforcing their partnership5
  • Jim Cramer highlights NVIDIA's hardware-centric approach as a key factor in its AI success, contrasting with software-focused companies like Salesforce2
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