According to Taiwan's Commercial Times: Supply chain sources have recently indicated that Nvidia intends to reduce its orders with TSMC. If it releases production capacity later, ASIC manufacturers such as AMD, Broadcom, and MediaTek are expected to

2026-11-10

According to Taiwan's Commercial Times: Supply chain sources have recently indicated that Nvidia intends to reduce its orders with TSMC. If it releases production capacity later, ASIC manufacturers such as AMD, Broadcom, and MediaTek are expected to receive more production capacity support.