TSMC's production lines are already under severe pressure, and based on what NVIDIA's CEO is saying, the Taiwan chip giant would need to expand production by more than 100% just to meet NVIDIA's demand alone. TSMC's Aggressive CapEx Spending & Fab Buildout Is Dedicated Towards the "World's Largest Infrastructure" Buildout NVIDIA's AI bandwagon is moving at a rapid pace, and with that, the company seems confident about how demand for AI infrastructure will evolve in the coming years. During an interview with local media, Jensen disclosed that TSMC plans to expand production by more than 100% over the next decade. […]

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