Rumors: Nvidia Rubin shipments delayed by 1 quarter, Google TPUs rise, HBM4 supply low, media report, citing unnamed supply chain sources.
-Nvidia has reduced initial Rubin GPU wafer starts at TSMC due to less-than-expected HBM4 supply, reducing its CoWoS needs this year.-HBM4 suppliers redesigning base-die, leading to 1-quarter delay.-Nvidia will build more Blackwells instead of releasing capacity-Google is ordering so many TSMC wafers, it could top Apple and as TSMC’s 2nd biggest client in 2027 via the orders placed through Broadcom, MediaTek.-AI chip demand white hot as Custom ASICs surge: Meta’s new MTIA chips, Google’s upped TPU production, AWS Trainium, Microsoft Maia, etc.-TSMC responding with four 2nm fabs entering mass production this year, 7 more next year, and may turn AP7 P2 plant to CoWoS from SoIC. $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Apple(AAPL.US) $Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US) $Meta Platforms(META.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) $Micron Tech(MU.US) #Samsung #SKhynix #Semiconductors #semiconductorSource: Dan Nystedt
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