It is reported that Nvidia rushed into TSMC's 5nm capacity utilization rate close to full capacity.

[news that Nvidia rushed into TSMC's 5nm capacity utilization close to full capacity] Science and Technology Innovation Board Daily reported on the 26th that according to industry sources, the influx of Nvidia orders with the most urgent parts handling level (SHR) pushed up the capacity utilization of TSMC's 5nm process platform to close to full capacity. Nvidia urgent order includes H100, A100, H800, A800. The source added that TSMC's SHR for Nvidia AI GPU will last for a whole year. Nvidia's previous order has boosted the utilization of TSMC's 7/6nm process. TSMC had only expected to receive a large number of orders from Apple, but not the influx of emergency orders from Nvidia. (Taiwan Electronic Times)