NVIDIA, Broadcom, and AMD have successively added orders to TSMC, with the overall order size increasing by at least 20% compared with 2023.

According to news on July 3, the semiconductor industry has experienced a supply and demand reversal crisis since the second quarter of 2022. The supply is trapped in the dilemma of full inventory, falling prices and sluggish demand. However, due to the explosion of the AI ​​industry in recent years, the demand for chips in this field is rising rapidly.

According to the Electronic Times, Nvidia, Broadcom, and AMD are all investing in TSMC. Coupled with the demand for 3nm chips for Apple's iPhone and Mac, TSMC's revenue should rebound significantly in the second half of the year.

Due to the growth in demand in the AI ​​field, the three companies have not only increased TSMC's 5/7nm orders quarter by quarter since Q2, but are also competing for TSMC's CoWoS production capacity. The strong order chasing momentum has continued into 2024, and the overall order scale is at least 10% higher than in 2023. Increased by more than 20%.

Semiconductor industry insiders said that the main growth of the above three major manufacturers comes from the burst of AI demand. Among them, NVIDIA is expected to increase its revenue by 50% in the latest quarter (May to July). Driven by the surge in AI GPU shipments, it is expected to reach US$11 billion. (Current approximately 79.86 billion yuan).