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Dan Nystedt Profile picture
@dnystedt
Mar 19 • 11 tweets • 4 min read • Read on X
Nvidia: Four hyperscalers bought 3.6 million Blackwell chips (B200) so far in 2025
-Blackwell Ultra (B300) and GB300 available from 2nd half 2025
Next gen chip:
-Vera Rubin available 2nd half 2026
-Vera Rubin Ultra in 2027
Next gen:
-Feynman scheduled for 2028
DGX personal AI computers with Blackwell Ultra chips inside
Quantum-X Photonics networking chips due out later 2025
Spectrum-X Photonics chips in 2026
Thread 1/ $NVDA $AMZN $GOOGL $META $MSFT $ORCL $DELL $HPQ $CSCO $SMCI #semiconductors #semiconductor reuters.com/technology/eve…
Links:

Jensen Huang GTC 2025 Keynote
youtube.com/watch?v=_waPvO…

Nvidia GTC
nvidia.com/gtc/

Nvidia GTC 2025 press releases: nvidianews.nvidia.com/online-press-k…

Nvidia: nvidianews.nvidia.com/news/nvidia-bl…

Also: finance.yahoo.com/video/nvidia-g…

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More from @dnystedt

Dan Nystedt Profile picture
Mar 7
TSMC Chairman C.C. Wei said its US fabs are already fully booked through 2027, with new 2027 production lines also reserved, media report, adding despite expanded US investments, Taiwan won’t suffer as although 11 new production lines will be built in Taiwan this year, “…it is still not enough,” he said, adding there will be another 10+ more production lines built in Taiwan in the next few years, and even that won’t be enough. 1/5 $TSM $AAPL $NVDA $AVGO $AMD $MRVL $AMAT $ASML $LRCX $TOELY $KLAC #semiconductors #semiconductor money.udn.com/money/story/56…
2/5 TSMC’s Wei made the comments in a joint press conference with Taiwan President William Lai, and made use of the TV cameras by adding that there still isn’t enough land in Taiwan for fabs, to which President Lai immediately said the government will absolutely help provide more land, water and electricity.
3/5 TSMC’s chairman also dismissed concerns that a new US R&D center would undermine Taiwan, stating it will employ 1,000 researchers to optimize production and yields, reducing reliance on Taiwan. He emphasized that Taiwan’s 10,000-strong Hsinchu team will lead R&D for 2nm, 1.6nm, and 1.4nm technologies. (Note: Should be no surprise as all 3 nodes are already under development.)
Read 5 tweets
Dan Nystedt Profile picture
Mar 5
Taiwan’s big reaction to TSMC’s US$165 billion investment in the US via the media: a potential real estate bust, losing TSMC technology and the Silicon Shield, more: Thread: 1/7
2/7 Taiwan’s real estate market may be first to feel the impact of TSMC’s big investment in the US, media report, as real estate prices in some local markets soared based on TSMC investment plans which now might not materialize. Examples: the price-per-ping (local measurement) in Hsinchu County’s BaoShan township rose 120%, while Chiayi County’s Puzi City rose 95%. $TSM #semiconductors news.cnyes.com/news/id/5881563
3/7 Former Taiwan President Ying-jeou Ma called for the current administration to protect TSMC due to its great importance in national security and asked, ‘is selling TSMC is enough?’ and ‘what else is left to sell later?’ $TSM #semiconductors ettoday.net/news/20250304/…
Read 8 tweets
Dan Nystedt Profile picture
Feb 2
There’s an old saying, “a hammer is a great tool, but not for a window.”

Tariffs are similar: one of many tools, and very effective when used for the right job. In semiconductors, it’s almost always wrong.
Thread 1/25 $TSM $AAPL $NVDA $AVGO $AMZN $MSFT $GOOGL $META $AMAT $LRCX $KLAC #semiconductors #semiconductor
2/25 The aim of promised 100% tariffs on Taiwan semiconductors is to entice Taiwan semiconductor makers to build more fabs in the US, despite TSMC having already opened one fab as part of a US$65 billion investment that will ultimately make the US host to 3 advanced TSMC fabs, the only ones outside of Taiwan.
3/25 Apple and AI would likely take the biggest hit from any tariffs, while US semiconductor equipment makers like Applied Materials, Lam Research, KLA Corp., and others could also suffer. $AAPL $NVDA $AMAT $LRXC $KLAC
Read 25 tweets
Dan Nystedt Profile picture
Feb 2
Repeat: TSMC topped all semiconductor manufacturers in annual 2024 revenue. Thread 1/11 Image
2/11
World’s Top Semiconductor Manufacturers
Full Year 2024 Revenue in US$ dollars
TSMC: $90.08 billion, up 30% from 2023
Samsung (chip division): $84.50 billion, up 65.7%
Intel: $53.10 billion, down 2%
SK Hynix: $48.55 billion, up 93.5%
$TSM $INTC #Samsung #SKhynix #semiconductors
3/11 TSMC’s strong 2024 was led by AI-related sales of advanced 5nm and 3nm chip manufacturing, which made up 52% of revenue, versus 39% in 2023 Image
Read 12 tweets
Dan Nystedt Profile picture
Jan 16
TSMC 4th Quarter Earnings
Revenue NT$868.46 billion (US$26.88 bln)
Gross Margin 59.0% vs guide 57.0% - 59.0%
Optng Margin 49.0% vs guide 46.5% - 48.5%
Net Profit NT$374.47 billion ($11.59 bln) vs NT$370.64 bln expected
EPS NT$14.45 ($2.24 per ADR unit)
Wafer shipments 3.418 million +15.6% yoy
Thread 1/ $TSM $NVDA $AAPL #semiconductors
2/ TSMC Full Year 2024 Earnings
Revenue +33.9% to NT$2.89 trillion (US$90.08 billion)
US$ amount was up 29.99%, vs guide "close to 30%"
Gross Margin 56.1%
Op Margin 45.7%
Net profit NT$1.17 trillion (US$36.49 bln)
EPS NT$45.25
Wafer shipments 12.91 million
3/ TSMC credited its 4th quarter revenue performance on strong demand for its leading-edge 3nm and 5nm process technologies.
investor.tsmc.com/english/quarte…
Read 22 tweets
Dan Nystedt Profile picture
Oct 30, 2024
With all due respect to former President Trump, Taiwan did not steal the US semiconductor industry.
-Taiwan created trillions $$$ in value for the US chip industry, helping transform it into the juggernaut it is today.
-Taiwan helped save the US chip industry from Japan.
-Taiwan continued manufacturing chips long after it became passé in the US.
Thread 1/17 #semiconductors #semiconductor $TSM $NVDA $AVGO $QCOM $MRVL $AMD
2/17 The top five US chip designers – which would not exist today without TSMC – are worth over US$4.8 trillion in stock market value:
$NVDA $AVGO $AMD $QCOM $MRVL Image
3/17 The US is No. 1 in the world in chip design, with over 1,000 design firms and a growing number of firms with a design arm, like Apple – who depend on TSMC, or other chip foundries, for manufacturing.

To boot: the most cutting-edge development is done by chip design startups, who only exist because they do not need to raise the US$25 billion for a state-of-the-art fab today.
Read 17 tweets

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