*Walter Bloomberg|Nov 10, 2025 03:47
NVDA - NVIDIA URGES TSMC TO BOOST BLACKWELL 3NM WAFER OUTPUT BY 50%
Nvidia has asked TSMC to raise 3nm wafer production for its Blackwell chips by up to 50%, from about 100–110k to around 160k wafers per month — an increase of roughly 35k. CEO Jensen Huang said demand is growing “month by month,” and all three HBM suppliers have already expanded capacity to meet the ramp.(*Walter Bloomberg)
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