TSMC Accuses Former Executive of Leaking Trade Secrets as Taiwan Prosecutors Launch Investigation 
Sam Altman Reportedly Explored Funding for Rocket Venture in Potential Challenge to SpaceX 
Trump Administration to Secure Equity Stake in Pat Gelsinger’s XLight Startup 
Netflix Nearing Major Deal to Acquire Warner Bros Discovery Assets 
EU Prepares Antitrust Probe Into Meta’s AI Integration on WhatsApp 
YouTube Agrees to Follow Australia’s New Under-16 Social Media Ban 
Visa to Move European Headquarters to London’s Canary Wharf 
Rio Tinto Raises 2025 Copper Output Outlook as Oyu Tolgoi Expansion Accelerates 
Firelight Launches as First XRP Staking Platform on Flare, Introduces DeFi Cover Feature 
Microchip Technology Boosts Q3 Outlook on Strong Bookings Momentum 
Anthropic Reportedly Taps Wilson Sonsini as It Prepares for a Potential 2026 IPO 
OpenAI Moves to Acquire Neptune as It Expands AI Training Capabilities 
Australia Moves Forward With Teen Social Media Ban as Platforms Begin Lockouts 
Taiwan Opposition Criticizes Plan to Block Chinese App Rednote Over Security Concerns 
Samsung Launches Galaxy Z TriFold to Elevate Its Position in the Foldable Smartphone Market 
Morgan Stanley Boosts Nvidia and Broadcom Targets as AI Demand Surges 
Momenta Quietly Moves Toward Hong Kong IPO Amid Rising China-U.S. Tensions 
Nvidia (NASDAQ: NVDA) has secured over 70% of Taiwan Semiconductor Manufacturing Co.'s (NYSE: TSM) advanced chip packaging capacity for 2025, as AI-driven demand for high-performance chips surges, Taiwanese media reported.
According to Economic Daily, citing industry sources, demand for Nvidia’s next-generation Blackwell AI chips remains strong, prompting the firm to contract the majority of TSMC’s Chip on Wafer on Substrate (CoWoS) with silicon interposer capacity. TSMC’s Taiwan-listed shares recovered some losses after the report.
TSMC, the world’s largest contract chipmaker, is currently the only major supplier of advanced chip packaging—a critical process that integrates multiple semiconductors into a single device. Late last year, reports indicated that Nvidia had already secured at least 60% of this capacity for 2025.
Tech giants Microsoft (NASDAQ: MSFT), Google (NASDAQ: GOOGL), Meta (NASDAQ: META), and Amazon (NASDAQ: AMZN) continue to ramp up spending on AI infrastructure, fueling demand for Nvidia’s AI chips. This trend is expected to benefit TSMC, which reported strong Q4 earnings and plans to expand manufacturing and packaging operations in 2025 to keep up with AI-driven growth.
Additionally, TSMC stands to gain from the U.S. government’s push to strengthen domestic AI infrastructure.
The report comes just ahead of Nvidia’s highly anticipated fourth-quarter earnings release on Wednesday, which investors will closely watch for insights into the broader AI and semiconductor market.
Neither Nvidia nor TSMC has commented on the report.
