Nvidia’s current demand for silicon may be shifting, with reports from Taiwan suggesting the company intends to reduce the scale of its chip orders. The shift would put pressure on partners such as TSMC and ASE, as the risk of production cutbacks for these upstream suppliers increases.
Any capacity released by the AI chip leader could be reallocated to AMD and ASIC developers including Broadcom and MediaTek. Industry sources say that these rivals and their customers are willing to absorb any available wafer capacity from TSMC to diversify their procurement options.
