Under the wave of research, development and application of artificial intelligence Chatbot and large language model promoted by ChatGPT, some chip manufacturers have gained new development opportunities, especially Nvidia, a high-performance GPU supplier.

Nvidia has gained new development opportunities, which means that many manufacturers in the supply chain, including TSMC, will also benefit from it, and will therefore obtain a large number of OEM orders.

The latest reports of relevant media also show that TSMC, which manufactures H100 series for Nvidia and MI300 series for AMD, has dominated AI chip manufacturing.

It is worth noting that after the ChatGPT fire, the foreign media have repeatedly reported that Nvidia has increased its orders in TSMC. The urgent orders for H100, A100, H800 and A800 have also boosted the capacity utilization of TSMC's 7/6nm and 5/4nm process families. The capacity of the latter is close to full. At the beginning of this month, it was also reported that TSMC urgently ordered packaging equipment to meet the needs of Nvidia AI chips,

In the field of global Foundry model, TSMC, which has leading manufacturing process, considerable yield and huge capacity support, has obvious advantages. Its market share has exceeded 50% for a long time. A large number of AI chip orders will help them continue to stay ahead.

Some media have pointed out that the current influx of AI chip OEM orders uses advanced manufacturing processes at 7nm and below, which have higher OEM prices and are the main source of revenue for TSMC. As orders increase, it is also expected to increase overall revenue.