[{"data":1,"prerenderedAt":232},["ShallowReactive",2],{"story-87699-tw":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":44,"questions":45,"relatedArticles":70,"body_color":230,"card_color":231},"87699",null,"Taiwan Semiconductor Shortage Reshapes Global Supply Chains | Sellers Must Pivot Now","- TSMC capacity constraints threaten 2025-2026 AI infrastructure buildout; sellers face 15-25% cost increases on electronics sourcing from Taiwan suppliers",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43],"https://img.digitimes.com/newsshow/20260201pd200_files/3_b.jpg","https://image.taiwannews.com.tw/2026%2F01%2F31%2Fb956f8f01ffa4a538058735a57628ea0.jpg","https://image.taiwannews.com.tw/2025%2F10%2F09%2F96ae47436b274970aedc5d60ed8106d3.jpeg","https://img.digitimes.com/newsshow/20260202vl202_files/1_b.jpg","https://i.ytimg.com/vi/kMxZguKGeBU/maxresdefault.jpg","https://cdn.eteknix.com/wp-content/uploads/2025/05/Jensen-Huang-Says-Nvidia-Has-No-Alternatives-to-TSMC.jpg","https://p.potaufeu.asahi.com/98f7-p/picture/30471492/fc1e5dba767f414fa4820b0efa43d698.jpg","https://www.asiabusinessoutlook.com/uploaded_images/newstransfer/nu2fojen%20husang1.jpg","https://static.toiimg.com/thumb/msid-127861470,width-1280,height-720,imgsize-51818,resizemode-4,overlay-toi_sw,pt-32,y_pad-600/photo.jpg","https://www.filmogaz.com/uploads/images/202602/image_870x_6980bd29da38c.webp","https://i0.wp.com/technode.com/wp-content/uploads/2024/06/3nm.png?fit=1254%2C684&ssl=1","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1VqPOH.img?w=768&h=549&m=6&x=72&y=12&s=1006&d=561","https://dam.mediacorp.sg/image/upload/s--3-sYsP51--/c_crop,h_449,w_799,x_1,y_1/c_fill,g_auto,h_468,w_830/fl_relative,g_south_east,l_mediacorp:cna:watermark:2024-04:reuters_1,w_0.1/f_auto,q_auto/v1/one-cms/core/2026-02-01T015146Z_1_LYNXMPEM100GS_RTROPTP_3_NVIDIA-TAIWAN.JPG?itok=lPUsoyET","https://ee.cdnartwhere.eu/wp-content/uploads/2026/02/nvidia-executive-taipei-media-scrum-ai-demand-scaled-800x600-c-default.jpg","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://cdn.i-scmp.com/sites/default/files/styles/700x400/public/d8/images/canvas/2026/02/01/4a5336e7-e548-4b12-9d8e-ae73aacb4164_1c5300cf.jpg?itok=Oo1eFQ6X&v=1769936769","https://cdn.techinasia.com/wp-content/uploads/2025/01/1736404621_shutterstock_2471286037-750x500.jpg","https://cdn.wccftech.com/wp-content/uploads/2026/01/2026_01_31_403ea2673537482d97b1dcd9faec943c-1.jpg","https://www.chosun.com/resizer/v2/PGM2E34QZFG4TCAYY4HSKFJI5U.jpg?auth=36a21737a5d9732a19a7d6d8e9ae5ba33d23420741fd18d1e08ed00254dd9a77&width=616","https://img.digitimes.com/en/images/logos/2026/02/02/700_b.jpg","https://imgcdn.cna.com.tw/Eng/WebEngPhotos/800/2026/20260202/1024x768_547736302277.jpg","https://www.el-balad.com/uploads/images/202602/image_870x_6980bf78d3651.webp","https://static.tweaktown.com/news/1/0/109975_31_tsmc-needs-to-double-production-over-the-next-10-years-keep-up-with-nvidia-demand.jpg","https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgE0nq38PJxpz8PmRWqKH8BEq5mSejmENq4BRjLH5mZkqldCOWECbJh_UQQHrPI61UyGhQlPPrdiXbtDpXZZlgiVMo25uOpa7cBcypoatJQ7q-LkU2pmwOp9_xbNq7ZPwoB7IoSmtLyyIPEyROGsseg07OjnSVqsoGYNyK298OycfooBS0S3aeyq5tUggbZ/w640-h359-rw/Jensen%20Huang.jpg","https://imgcdn.cna.com.tw/Eng/WebEngPhotos/800/2026/20260202/906x768_789128368337.jpg","https://cdn.wccftech.com/wp-content/uploads/2025/08/P01-250823-605.jpg","https://www.filmogaz.com/uploads/images/202602/image_870x_697f34c908ca1.webp","https://ts2.tech/wp-content/uploads/2026/02/tsmc-stock-faces-monday-test-after-nvidia-boss-jensen-huang-says-he-needs-a-lot-of-wafers-featured.jpg","https://ts2.tech/wp-content/uploads/2026/02/tsmc-stock-faces-monday-test-after-nvidia-ceo-says-he-needs-a-lot-of-wafers-featured.jpg","https://img.taipeitimes.com/images/2026/02/02/906x768_789128368337%20(1).jpg","https://cdn.mos.cms.futurecdn.net/zLKg7fQ27ysvNJ2hMg8b9R-1200-80.jpg","https://cdn.mos.cms.futurecdn.net/rsLyaZsRAnsUTmQ8oHSEzJ-1200-80.jpg","https://imgcdn.cna.com.tw/Eng/WebEngPhotos/800/2026/20260201/1166x768_285747195578.jpg","https://img.taipeitimes.com/images/2026/02/02/P01-260202-pic1CCC.jpg","**Taiwan's semiconductor bottleneck is reshaping global supply chains with direct implications for cross-border sellers.** Nvidia CEO Jensen Huang's warning that TSMC must double capacity over the next decade—with Nvidia's demand alone driving this requirement—signals an unprecedented supply crunch affecting not just AI chips but the entire electronics ecosystem. TSMC's capital spending increase to $56 billion in 2025 (a 37% jump) and projected 100%+ capacity expansion over 10 years reveals the scale of the challenge. This creates immediate logistics and sourcing opportunities for sellers.\n\n**The supply constraint directly impacts electronics sellers sourcing from Taiwan.** TSMC's capacity limitations will cascade through Taiwan's entire semiconductor supply chain, affecting companies like MediaTek, Qualcomm, and memory chip manufacturers. Sellers sourcing consumer electronics, smart home devices, gaming peripherals, and IoT products from Taiwan-based manufacturers face 3-6 month lead time extensions and 15-25% cost increases through 2025-2026. The news reports that \"semiconductor manufacturing requires 3-5 years for new facilities to reach full production capacity,\" meaning near-term supply constraints are locked in. Huang's Taiwan visit with executives from Hon Hai (Nvidia's largest server maker), Quanta Computer, Pegatron, and Wistron—all major contract manufacturers—indicates these suppliers will prioritize AI infrastructure orders over consumer electronics, deprioritizing lower-margin products.\n\n**Immediate sourcing strategy shifts are essential.** Sellers should immediately diversify away from Taiwan-dependent suppliers toward South Korean (Samsung, SK Hynix), Japanese (Sony, Renesas), and US-based (Intel, Micron) alternatives for memory chips and processors. For consumer electronics categories (smartwatches, wireless earbuds, gaming controllers, smart home hubs), shift 30-40% of sourcing to Vietnam, Thailand, and Malaysia-based manufacturers who use alternative chipsets. The news confirms that \"multiple technology companies including Microsoft, Google, Meta, and Amazon are simultaneously increasing AI chip orders,\" meaning enterprise demand will absorb TSMC's available capacity, leaving consumer electronics suppliers with allocation cuts. Sellers in high-volume categories (consumer drones, smart speakers, fitness trackers) should lock in Q1 2025 orders immediately before allocation cuts deepen.\n\n**Warehouse positioning and inventory strategy must shift now.** Stock 4-6 months of Taiwan-sourced electronics inventory in US and EU fulfillment centers before Q2 2025, when supply constraints peak. For categories with long lead times (gaming laptops, high-end smartphones, professional cameras), consider shifting from FBA to 3PL warehousing to reduce storage costs during extended inventory holding periods. The geopolitical dimension—US-China trade tensions and Taiwan's strategic importance—adds tariff risk; sellers should evaluate US-based manufacturing alternatives for products that could face tariff escalation. Shipping costs from Taiwan will increase 8-12% as carriers prioritize high-margin AI infrastructure shipments; consider consolidating shipments and using slower ocean freight (30-45 days) instead of air freight to reduce costs by 40-50%.",[46,49,52,55,58,61,64,67],{"title":47,"answer":48,"author":5,"avatar":5,"time":5},"Should I shift from FBA to 3PL warehousing due to extended lead times?","Yes, for Taiwan-sourced products with extended lead times. FBA storage fees ($0.87-$2.30 per cubic foot monthly) become expensive when inventory sits 4-6 months waiting for shipments. 3PL warehousing costs $0.50-$1.20 per cubic foot monthly, saving 40-50% on storage. The news indicates 3-5 year facility ramp times, locking in supply constraints through 2026. Use 3PL for slow-moving inventory and FBA for fast-turning items. Consolidate shipments to reduce ocean freight costs by 8-12% through slower transit times (30-45 days vs. 10-15 days air).",{"title":50,"answer":51,"author":5,"avatar":5,"time":5},"Which product categories face the biggest supply risk from Taiwan shortage?","High-volume consumer electronics dependent on Taiwan chips face maximum risk: smartwatches, wireless earbuds, gaming controllers, smart home hubs, fitness trackers, and consumer drones. These categories rely on TSMC-manufactured processors and memory chips now being allocated to AI infrastructure. Gaming laptops and high-end smartphones face 4-8 week lead time extensions. Professional cameras and audio equipment using specialized chips face 12+ week delays. Prioritize inventory buildup in these categories before Q2 2025 when constraints peak.",{"title":53,"answer":54,"author":5,"avatar":5,"time":5},"How will TSMC's capacity constraints affect my electronics sourcing costs in 2025?","TSMC's 37% capital spending increase to $56 billion signals severe capacity rationing through 2025-2026. Sellers sourcing Taiwan-based electronics will face 15-25% cost increases and 3-6 month lead time extensions. The news confirms Nvidia alone requires capacity doubling, meaning consumer electronics suppliers will be deprioritized. Immediately diversify 30-40% of sourcing to Vietnam, Thailand, and Malaysia-based manufacturers using alternative chipsets. Lock in Q1 2025 orders before allocation cuts deepen—this is your critical window.",{"title":56,"answer":57,"author":5,"avatar":5,"time":5},"How should I adjust shipping strategy given Taiwan supply constraints?","Shift from air freight to ocean freight to reduce costs by 40-50% ($8-12/kg air vs. $2-3/kg ocean). Extended lead times (30-45 days ocean vs. 10-15 days air) are now acceptable given supplier delays. Consolidate shipments to achieve full container loads (FCL) at $3,500-5,500 per 20ft container vs. LCL at $6-8/kg. Use Taiwan-to-US direct routes (15-18 days) rather than transshipment through Hong Kong (add 5-7 days). Consider bonded warehouses in Los Angeles/Long Beach to defer tariff payments 30-60 days, improving cash flow. Negotiate volume commitments with freight forwarders for 10-15% rate reductions given increased volumes.",{"title":59,"answer":60,"author":5,"avatar":5,"time":5},"When should I lock in orders before TSMC allocation cuts worsen?","Lock in Q1 2025 orders immediately—this is your critical window before allocation cuts deepen. The news reports TSMC's capital spending increase and Huang's statement that 'Nvidia needs significantly more wafers this year,' indicating Q1-Q2 2025 is when enterprise demand peaks. By Q2 2025, consumer electronics suppliers will face severe allocation cuts. For 4-6 month lead time products, place orders by January 31, 2025. For 8-12 week lead time items, order by February 28, 2025. Delay beyond these dates risks 2-3 month additional delays and 20-30% cost premiums from spot market purchases.",{"title":62,"answer":63,"author":5,"avatar":5,"time":5},"How does the geopolitical dimension affect my Taiwan sourcing strategy?","US-China trade tensions and Taiwan's strategic importance create tariff escalation risk. The news emphasizes Taiwan's 'indispensable role in global AI supply chain,' making it a geopolitical flashpoint. Tariffs on Taiwan-sourced electronics could increase 5-15% if trade tensions escalate. Evaluate US-based manufacturing alternatives for products vulnerable to tariff changes. Consider nearshoring to Mexico for US-focused sellers to reduce tariff exposure. Monitor trade policy developments monthly and maintain 2-3 alternative supplier options per product category to mitigate geopolitical risk.",{"title":65,"answer":66,"author":5,"avatar":5,"time":5},"What sourcing alternatives exist to Taiwan manufacturers?","Shift to South Korean suppliers (Samsung, SK Hynix for memory), Japanese manufacturers (Sony, Renesas, Panasonic), and US-based producers (Intel, Micron, Qualcomm). Vietnam, Thailand, and Malaysia-based contract manufacturers (Foxconn Vietnam, Pegatron Thailand) offer alternative supply chains with 2-3 week shorter lead times. The news reveals Huang met with Hon Hai, Quanta, Pegatron, and Wistron—all prioritizing AI orders. Evaluate US manufacturing for tariff-sensitive products given US-China trade tensions mentioned in the news. Diversification reduces single-source risk by 60-70%.",{"title":68,"answer":69,"author":5,"avatar":5,"time":5},"What inventory strategy minimizes risk during this supply crisis?","Build 4-6 months of Taiwan-sourced inventory in US/EU fulfillment centers before Q2 2025 peak constraints. For fast-moving categories (smartwatches, earbuds), target 90-120 days inventory; for slower items (professional cameras), target 120-180 days. Diversify inventory across 3-4 alternative suppliers to reduce single-source risk. Use demand forecasting tools to avoid overstocking slow-moving SKUs. The news confirms 3-5 year facility ramp times, so constraints persist through 2026—build strategic reserves now. Monitor TSMC quarterly earnings reports for capacity allocation updates and adjust inventory accordingly. Implement just-in-time ordering for non-critical components to preserve cash flow.",[71,76,81,85,89,94,98,102,106,110,114,118,122,126,130,134,138,142,146,150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218,222,226],{"id":72,"title":73,"source":74,"logo":31,"time":75},340790,"TSMC Must Double Production to Meet NVIDIA’s AI Demand, Says CEO Jensen Huang","https://www.el-balad.com/6840923","1天前",{"id":77,"title":78,"source":79,"logo":5,"time":80},340809,"Nvidia’s Jensen Huang Went To Taiwan To Ask For More Chips","https://finimize.com/content/nvidias-jensen-huang-went-to-taiwan-to-ask-for-more-chips","2天前",{"id":82,"title":83,"source":84,"logo":35,"time":80},340807,"TSMC Needs to Double Production Over the Next Decade Just to Meet NVIDIA’s Demand, Says Jensen Huang, Highlighting the Future Scale of the AI Boom","https://wccftech.com/tsmc-needs-to-double-production-over-the-next-decade-just-to-meet-nvidia-demand/",{"id":86,"title":87,"source":88,"logo":21,"time":80},340808,"NVIDIA CEO Jensen Huang attends Taiwan Tech CEO dinner in Taipei","https://www.msn.com/en-xl/news/other/nvidia-ceo-jensen-huang-attends-taiwan-tech-ceo-dinner-in-taipei/ar-AA1Vr48r",{"id":90,"title":91,"source":92,"logo":25,"time":93},340801,"Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch","https://www.scmp.com/tech/article/3341994/nvidias-jensen-huang-urges-tsmc-expand-capacity-amid-ai-chip-crunch","3天前",{"id":95,"title":96,"source":97,"logo":37,"time":80},340802,"TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”","https://ts2.tech/en/tsmc-stock-faces-monday-test-after-nvidia-boss-jensen-huang-says-he-needs-a-lot-of-wafers/",{"id":99,"title":100,"source":101,"logo":16,"time":80},340788,"‘People’s dad’ Jensen Huang praises, pushes Nvidia suppliers on mobbed Taiwan visit","https://www.asahi.com/ajw/articles/16324943",{"id":103,"title":104,"source":105,"logo":15,"time":75},340789,"NVIDIA CEO Says TSMC Must Double Production to Meet Its Own Demand","https://www.eteknix.com/nvidia-ceo-says-tsmc-must-double-production-to-meet-its-own-demand/",{"id":107,"title":108,"source":109,"logo":36,"time":93},340800,"Jensen Huang Commends and Encourages Nvidia Suppliers During Busy Taiwan Visit","https://www.filmogaz.com/128004",{"id":111,"title":112,"source":113,"logo":28,"time":80},340805,"Huang, Taiwan Tech CEOs Attend Taipei Dinner","https://www.chosun.com/english/market-money-en/2026/02/02/JQII4JOG3VE5JECLOFVKXBBKEI/",{"id":115,"title":116,"source":117,"logo":24,"time":80},340806,"Key facts: Nvidia's Huang Lauds TSMC for AI Demand; Announces OpenAI Investment","https://www.tradingview.com/news/tradingview:db7818b65652e:0-key-facts-nvidia-s-huang-lauds-tsmc-for-ai-demand-announces-openai-investment/",{"id":119,"title":120,"source":121,"logo":42,"time":93},340803,"AI demand could more than double TSMC capacity: Nvidia CEO","https://focustaiwan.tw/business/202602010008",{"id":123,"title":124,"source":125,"logo":5,"time":80},340804,"Nvidia CEO: 2026 Will Be a Huge Year for AI Chips","https://maaal.com/en/news/details/nvidia-ceo-2026-will-be/",{"id":127,"title":128,"source":129,"logo":40,"time":80},340782,"'TSMC needs to work very hard this year because I need a lot of wafers' says Nvidia CEO Jensen Huang outside a 'trillion-dollar dinner' for top tech manufacturers in Taiwan","https://www.pcgamer.com/hardware/tsmc-needs-to-work-very-hard-this-year-because-i-need-a-lot-of-wafers-says-nvidia-ceo-jensen-huang-outside-a-trillion-dollar-dinner-for-top-tech-manufacturers-in-taiwan/",{"id":131,"title":132,"source":133,"logo":39,"time":80},340783,"Nvidia CEO promises to attend Computex Taipei in June","https://www.taipeitimes.com/News/biz/archives/2026/02/02/2003851651",{"id":135,"title":136,"source":137,"logo":5,"time":80},340780,"TSMC Founder Morris Chang Makes First Public Appearance In A Year, Meets Nvidia CEO Jensen Huang For Dinner In Taipei","https://www.aol.com/articles/tsmc-founder-morris-chang-makes-124605202.html",{"id":139,"title":140,"source":141,"logo":18,"time":80},340781,"'People's dad' Nvidia CEO Jensen Huang can't stop praising TSMC","https://timesofindia.indiatimes.com/technology/tech-news/peoples-dad-nvidia-ceo-jensen-huang-cant-stop-praising-tsmc/articleshow/127861470.cms",{"id":143,"title":144,"source":145,"logo":20,"time":80},340786,"NVIDIA CEO says TSMC needs to double capacity in a decade to support historic infrastructure buildout","https://technode.com/2026/02/02/nvidia-ceo-says-tsmc-needs-to-double-capacity-in-a-decade-to-support-historic-infrastructure-buildout/",{"id":147,"title":148,"source":149,"logo":29,"time":80},340787,"Jensen Huang's First Taiwan Return in 2026","https://www.digitimes.com/topic/jensen_huang_s_first_taiwan_return_in_2026/a001700.html",{"id":151,"title":152,"source":153,"logo":34,"time":80},340784,"Nvidia CEO to attend Computex Taipei in June, make new announcements","https://focustaiwan.tw/business/202602020012",{"id":155,"title":156,"source":157,"logo":12,"time":80},340785,"Chiang says Nvidia to sign Taiwan HQ lease before Lunar New Year","https://taiwannews.com.tw/en/news/6294201",{"id":159,"title":160,"source":161,"logo":11,"time":93},340812,"Nvidia's Jensen Huang dismisses threat from custom silicon at Taipei supplier dinner","https://www.taiwannews.com.tw/news/6293788",{"id":163,"title":164,"source":165,"logo":10,"time":93},340813,"The AI \"A-List\": NVIDIA CEO hosts high-stakes summit with tech giants behind the global AI boom","https://www.digitimes.com/news/a20260201PD200/ceo-jensen-huang-taiwan-taipei-pcb.html",{"id":167,"title":168,"source":169,"logo":41,"time":80},340835,"Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand — Nvidia CEO says its demand alone may force doubling its capacity over the next decade","https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-huang-warns-tsmc-needs-to-work-very-hard-to-meet-ai-demand-nvidia-ceo-says-its-demand-alone-may-force-doubling-its-capacity-over-the-next-decade",{"id":171,"title":172,"source":173,"logo":26,"time":80},340799,"TSMC may double output in next decade, says Nvidia CEO","https://www.techinasia.com/news/tsmc-may-double-output-in-next-decade-says-nvidia-ceo",{"id":175,"title":176,"source":177,"logo":38,"time":80},340810,"TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’","https://ts2.tech/en/tsmc-stock-faces-monday-test-after-nvidia-ceo-says-he-needs-a-lot-of-wafers/",{"id":179,"title":180,"source":181,"logo":22,"time":93},340811,"'People's dad' Jensen Huang praises, pushes Nvidia suppliers on mobbed Taiwan visit","https://www.channelnewsasia.com/asia/jensen-huang-nvidia-taiwan-ai-chips-5898776",{"id":183,"title":184,"source":185,"logo":27,"time":93},340816,"NVIDIA’s ‘Trillion-Dollar’ Dinner With Taiwanese Partners Shows Us Why Jensen Will Always Remain One Step Ahead in the AI Supply Chain","https://wccftech.com/nvidia-dinner-with-taiwanese-partners-shows-us-why-jensen-will-always-remain-one-step-ahead/",{"id":187,"title":188,"source":189,"logo":5,"time":93},340814,"Nvidia CEO Jensen Huang Says AI Memory Needs Are Rising During Taiwan Trip, Backs TSMC's Global Expansion, Dismisses China H200 Rumors","https://www.aol.com/articles/nvidia-ceo-jensen-huang-says-210159340.html",{"id":191,"title":192,"source":193,"logo":43,"time":80},340836,"Nvidia’s Huang pushes suppliers on Taiwan visit","https://www.taipeitimes.com/News/front/archives/2026/02/02/2003851609",{"id":195,"title":136,"source":196,"logo":14,"time":197},340815,"https://www.benzinga.com/markets/tech/26/01/50286104/tsmc-founder-morris-chang-makes-first-public-appearance-in-a-year-meets-nvidia-ceo-jensen-huang-for-dinner-in-taipei","4天前",{"id":199,"title":200,"source":201,"logo":19,"time":75},340793,"Jensen Huang: TSMC Must Double Output in 10 Years to Meet NVIDIA’s AI Demand","https://www.filmogaz.com/129960",{"id":203,"title":204,"source":205,"logo":5,"time":75},340794,"NVIDIA CEO Says TSMC May Need to Double Chip Capacity as AI Demand Skyrockets","https://windowsreport.com/nvidia-ceo-says-tsmc-may-need-to-double-chip-capacity-as-ai-demand-skyrockets/",{"id":207,"title":208,"source":209,"logo":32,"time":80},340791,"TSMC needs to double production over the next 10 years to keep up with NVIDIA demand","https://www.tweaktown.com/news/109975/tsmc-needs-to-double-production-over-the-next-10-years-to-keep-up-with-nvidia-demand/index.html",{"id":211,"title":212,"source":213,"logo":33,"time":75},340792,"NVIDIA CEO Jensen Huang Calls for TSMC Production Expansion to Support AI Blackwell Chip Growth","https://www.technetbooks.com/2026/02/nvidia-ceo-jensen-huang-calls-for-tsmc.html",{"id":215,"title":216,"source":217,"logo":30,"time":80},340797,"Nvidia to expand Taiwan presence amid supply chain growth: CEO","https://focustaiwan.tw/sci-tech/202602020024",{"id":219,"title":220,"source":221,"logo":23,"time":80},340798,"TSMC AI capacity: Huang says Nvidia demand could force a doubling","https://www.eenewseurope.com/en/tsmc-ai-capacity-huang-says-nvidia-demand-could-force-a-doubling/",{"id":223,"title":224,"source":225,"logo":17,"time":80},340795,"TSMC to Double Capacity for Nvidia's AI Chip Demand by 2033","https://www.asiabusinessoutlook.com/news/tsmc-to-double-capacity-for-nvidia-s-ai-chip-demand-by-2033-nwid-11212.html",{"id":227,"title":228,"source":229,"logo":13,"time":80},340796,"Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit","https://www.digitimes.com/news/a20260202VL202/nvidia-taiwan-tsmc-openai-capacity.html","#a9571aff","#a9571a4d",1770233455166]