On November 7, Jensen Huang, the Chief Executive Officer (CEO) of NVIDIA, is scheduled to pay a visit to TSMC's 3nm manufacturing plant in Tainan this afternoon. The following day, he will travel to Hsinchu to participate in TSMC's sports event and share the stage with the founder of TSMC. According to reports, TSMC is ramping up the production capacity of its 3nm technology at its Nantuo 18B factory by a substantial 45% to 50%. This expansion is aimed at fulfilling NVIDIA's supplementary orders for AI chips manufactured using the cutting-edge 3nm process. It is anticipated that NVIDIA's additional AI chip offerings will encompass the Blackwell Ultra, slated for release this year, as well as the Vera Rubin, which is set to debut next year.
