Report: NVIDIA May Cut TSMC Orders as AMD and ASIC Makers Circle for Capacity
zephyr_z9 · x · 2026-11-10
Taiwanese media reports that amid the Jensen Huang scandal and tightening export scrutiny, NVIDIA may slow its chip orders with TSMC. Supply chain sources say similar rumors are circulating.
If wafer capacity frees up, AMD plus ASIC players like Broadcom, MediaTek, and Alchip could pick up supply, serving cloud providers diversifying procurement. MediaTek targets $16B from its first AI accelerator by 2027 with a second customer already signed; Alchip has also won a second US ASIC order.
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