TSMC is the Showstopper Again, Thanks to Surging Demand for AI Chips [Video]

With the rise in demand for AI chips, big-tech companies like Google, Microsoft, Amazon, Apple, and NVIDIA have turned to Taiwan Semiconductor Manufacturing Co (TSMC) for production. And there’s no sign of stopping this partnership as TSMC continues to solidify its leadership in the global semiconductor market. 

For Q2 FY25, the chip maker reported a significant 54.2% year-over-year increase in net income, reaching NT$325.3 billion ($10.2 billion), surpassing analysts’ expectations of NT$297.7 billion.

TSMC has outpaced its rivals Samsung and Qualcomm in the semiconductor foundry space with its advanced technology, manufacturing capabilities, research, and strategic partnerships. 

For instance, TSMC has been NVIDIA’s long-standing partner for over two decades, producing high-end GPUs for the technology company. Reflecting on the partnership with TSMC, Jensen Huang, co-founder and CEO of Nvidia, recently stressed that the company has no intentions of reducing dependency on TSMC. 

“Our reliance on TSMC stems from their status as …