On January 16, as TSMC's advanced chip manufacturing capacity remains in short supply, prominent AI companies are fervently competing to secure more of this in-demand resource. According to Ming-Chi Kuo, an analyst at Tianfeng International Securities, while clients usually engage in negotiations with TSMC to secure guaranteed manufacturing capacity, NVIDIA's CEO Jensen Huang took an unconventional approach by directly suggesting a land-leasing strategy. In November of the previous year, Huang paid a visit to TSMC's Tainan plant site. During this visit, he put forward the idea of leasing the planned P10 and P11 plots of land that are adjacent to Fab 18. His ambition extended further, as he also expressed hope of eventually acquiring the P12 site. TSMC is projected to allocate between $52 billion and $56 billion in capital expenditure for 2026. A significant driving force behind this substantial increase in spending is the strong demand from NVIDIA, which is playing a pivotal role in propelling TSMC to ramp up its investments.