TSMC Watch posted an update
TradingView’s AI-generated weekly recap says TSMC plans to make 3nm chips at a second JASM plant in Kumamoto, Japan, and names TSMC as the foundry for Nvidia’s next-generation NVHBM base dies.
Why it mattersIf accurate, the claims point to TSMC expanding production tied to AI-chip demand in both Japan and Nvidia’s supply chain. The recap also warns that it may contain inaccuracies, so these details should be treated as reported, not confirmed.
Discuss: Would you trust an AI-generated recap for a useful early signal, or wait for the companies to confirm the details?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.