Nvidia(US:NVDA) Jing Ji Ri Bao·2026-01-07 23:46Core Insights - Nvidia's CEO Jensen Huang announced the launch of the Rubin platform, claiming it to be the strongest computing chip ever, which is expected to drive significant business growth for Nvidia and its partner TSMC in 2026 [1][2] Group 1: Nvidia's Rubin Platform - The Rubin platform integrates six types of computing chips, including the Rubin GPU, Vera CPU, and advanced networking platforms like Spectrum 6 and BlueField-4 DPU, marking a significant innovation in chip technology [1] - Nvidia has received substantial orders for the Rubin platform, alongside continued demand for the existing GB300, indicating a strong market response [1] - The platform utilizes TSMC's 3nm process technology combined with CoWoS-L advanced packaging, enhancing its performance capabilities [2] Group 2: Impact on TSMC and Related Companies - TSMC is expected to experience significant growth in 2026 due to the strong order flow from Nvidia's Rubin platform, with ongoing collaboration between the two companies [1][2] - The introduction of NVL72 computing technology indicates a substantial increase in procurement units for cloud service providers, which will positively impact Nvidia and TSMC's operational performance [2] - Related companies such as ASE Technology Holding, King Yuan Electronics, and probe card suppliers like Wanshih and Yungwei are also anticipated to benefit from the growth driven by the Rubin platform [2]