Group 1 - Nvidia has achieved a $5 trillion market cap, highlighting the vast opportunities in the AI sector as it continues to release advanced products [1] - Taiwan Semiconductor Manufacturing Company (TSMC) is a key partner in Nvidia's success, with its new Blackwell architecture GPUs being produced in the U.S. [2] - TSMC has completed its U.S. production facility in Arizona, which began as a $12 billion investment and has now grown to $165 billion, marking it as the largest foreign direct investment in U.S. history [4] Group 2 - TSMC anticipates producing tens of thousands of wafers monthly for various clients, with Nvidia being a prominent customer [5] - The company manufactures chips across multiple industries, including autonomous vehicles, gaming, and smartphones, with Apple expected to be its largest client in U.S. production [6] - The first Blackwell chip wafers for Nvidia have been produced by TSMC, signaling a significant milestone in U.S. semiconductor manufacturing [7]
Huge News for Taiwain Semiconductor Investors