NVDA has asked TSMC to boost 3nm wafer output for Blackwell

$NVDA has asked TSMC to boost 3nm wafer output for Blackwell by up to 50%, pushing capacity from roughly 100k–110k wafers a month toward ~160k, according to local reports. That’s an extra ~35k wafers monthly tied to Blackwell chips.

Nvidia CEO Jensen Huang said demand is… pic.twitter.com/VfMzOJyAZL

— Wall St Engine (@wallstengine) November 9, 2025