Intel’s Testing of China-Linked Chipmaking Tools Raises U.S. National Security Concerns 
Moore Threads Stock Slides After Risk Warning Despite 600% Surge Since IPO 
US Charges Two Men in Alleged Nvidia Chip Smuggling Scheme to China 
Azul Airlines Wins Court Approval for $2 Billion Debt Restructuring and New Capital Raise 
Coca-Cola’s Costa Coffee Sale Faces Uncertainty as Talks With TDR Capital Hit Snag 
Australia Enforces World-First Social Media Age Limit as Global Regulation Looms 
Air Transat Reaches Tentative Agreement With Pilots, Avoids Strike and Restores Normal Operations 
U.S. Greenlights Nvidia H200 Chip Exports to China With 25% Fee 
China Adds Domestic AI Chips to Government Procurement List as U.S. Considers Easing Nvidia Export Curbs 
Adobe Strengthens AI Strategy Ahead of Q4 Earnings, Says Stifel 
Woolworths Faces Fresh Class Action Over Alleged Underpayments, Shares Slide 
Nvidia Weighs Expanding H200 AI Chip Production as China Demand Surges 
SK Hynix Labeled “Investment Warning Stock” After Extraordinary 200% Share Surge 
Trello Outage Disrupts Users as Access Issues Hit Atlassian’s Work Management Platform 
Australia’s Under-16 Social Media Ban Sparks Global Debate and Early Challenges 
Trump Criticizes EU’s €120 Million Fine on Elon Musk’s X Platform 
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.
