Stephen is Tom's Hardware's News Editor with almost a decade of industry experience covering technology, having worked at TechRadar, iMore, and even Apple over the years. He has covered the world of consumer tech from nearly every angle, including supply chain rumors, patents, and litigation, and more. When he's not at work, he loves reading about history and playing video games. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-13/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Stephen Warwick Social Links Navigation News Editor Stephen is Tom's Hardware's News Editor with almost a decade of industry experience covering technology, having worked at TechRadar, iMore, and even Apple over the years. He has covered the world of consumer tech from nearly every angle, including supply chain rumors, patents, and litigation, and more. When he's not at work, he loves reading about history and playing video games.
Marlin1975 TSMC is doing just fine. If they expand to quickly for something that may not last they will be stuck with expensive equipment and buildings. They seem to be expanding at a decent enough rate IMO. Unless Nvidia is going to pay a lot more they need to be careful. Reply
logainofhades Ironic that someone shared this video with me yesterday, and I see this today. 2lLFBun1qR0 View: https://www.youtube.com/watch?v=2lLFBun1qR0 Reply
Notton Yeah, I saw that vid too. TSMC already invested $41 billion ($41,000,000,000) into new fabs. Meanwhile, Nvidia decided to go back on giving OpenAI $100b in investment money. Who is not investing in who? Reply
Floppi AI is a fake problem, RAM/NAND shortages is the problem. They probably build billions of robots until 2030 and need that RAM and NAND. What happens if the AI buble pops this year but RAM/NAND shortages dont end? Reply
hotaru251 Floppi said: AI is a fake problem, RAM/NAND shortages is the problem. "ai" is the problem as its eating all the supply. if you removed GPU entirely you'd not have a supply issue as they are whats taking it all up and its entirely due to ai. moment "ai" bubble pops we will no longer have a supply issue. Reply
Floppi They have a lot of gpus waiting because they dont have the power infrastructure to turn them on. Plus theres the Nexperia scandal, and robots would also need those chips. They say its AI because if they said its because "we're building countless robots" you would see riots in the streets. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- 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#main
- https://www.tomshardware.com
- Photonics and high-speed data movement is the next big AI bottleneck — following copper, power, DRAM, and NAND
- Intel ties AMD for most reliable CPUs in 2025 system builder report — Nvidia's Founders Edition GPUs dominate with the lowest failure rates
- Mercedes-Benz Unveils New S-Class Built on NVIDIA DRIVE AV, Which Enables an L4-Ready Architecture
- Homebrew developer runs real-time ray tracing test on 1994 Sega Saturn — ancient hardware's untapped power revealed, more refinements to come
- Intel mandates at least 7,467 MT/s RAM speed for Panther Lake — Slower memory will relabel the Arc B370 & B390 iGPUs as generic "Intel Graphics" in Task Manager
Informational only. No financial advice. Do your own research.