NVIDIA's latest quarterly report is truly impressive! Their revenue from the data center segment increased by 14% compared to last year, and investors are excited about the projected $11 billion revenue for the current quarter. What's even more remarkable is how NVIDIA's rush orders have revitalized TSMC's production lines, pushing their utilization rate close to 100%.
This sudden surge in demand for NVIDIA's 5-nanometer accelerators, especially from Chinese customers like Baidu, has exceeded everyone's expectations. It's a great turnaround for TSMC, which had previously faced low demand for their nanometer products. The unexpected success of NVIDIA's offerings has even surprised TSMC executives, who now have a positive outlook and may revise their full-year earnings forecast upward.
