AI Drives Semiconductor Boom: Nvidia, TSMC, SK Hynix, Samsung

Nvidias CEO, Jensen Huang, reported robust growth and high demand for their Blackwell chips, emphasizing Nvidias role in designing not just graphics processing units, but also central processing units, networking components, and switches. TSMCs CEO confirmed Huangs request for more wafers, highlighting the close collaboration between industry giants. SK Hynix revealed its entire chip production for the upcoming year is sold out, planning to increase investments due to a prolonged super cycle in the chip market, primarily driven by AI. Samsung Electronics is in discussions to supply its next-generation HBM four chips to Nvidia, further underscoring AIs impact on the semiconductor supply chain. These announcements collectively paint a picture of an incredibly dynamic and rapidly expanding semiconductor market, with AI serving as a powerful catalyst for innovation and unprecedented demand across the globe.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.