Market
What will be the focus of the next significant Nvidia and TSMC collaboration by end of 2025?
2
Resolution / Starting Odds
Silicon Photonics • 25%
AI Hardware • 25%
Semiconductor Manufacturing • 25%
Other • 25%
Official announcements from Nvidia or TSMC, or reputable news sources
Story
Nvidia and TSMC Begin Silicon Photonics Research for AI, TSMC Confident in CHIPS Act Funding
Jan 19, 2025, 08:24 PM
Nvidia Corp. and Taiwan Semiconductor Manufacturing Co. (TSMC) have embarked on a joint research project focused on silicon photonics, a technology aimed at enhancing data transmission speeds for AI applications. Nvidia CEO Jensen Huang, who was born in Tainan, Taiwan, confirmed during his recent visit to the country that the project is underway but cautioned that tangible results are expected to take several years. Huang's visit included a series of engagements with key industry figures, including a dinner with TSMC founder Morris Chang and a meeting with TSMC Chairman CC Wei, underscoring the close collaboration between the two companies. Additionally, Huang hosted a 'trillion dollar banquet' attended by 35 industry leaders. TSMC expressed confidence in the continuation of funding under the U.S. CHIPS Act during the incoming Trump administration, as stated by TSMC CFO Wendell Huang.
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No • 50%
Yes • 50%
Partnerships • 25%
Hardware advancements • 25%
Software improvements • 25%
Market expansion • 25%
Acquisition • 25%
No Major Move • 25%
Partnership • 25%
New Product Launch • 25%
Negative impact • 25%
No significant impact • 25%
Moderate positive impact • 25%
Significant positive impact • 25%
Advanced packaging technology • 25%
Other • 25%
AI performance improvements • 25%
3nm process technology • 25%
Data Center • 25%
Gaming • 25%
Automotive • 25%
Healthcare • 25%
Automotive chips • 25%
Other • 25%
AI accelerators • 25%
Smartphone chips • 25%
Automotive and other • 25%
Data center solutions • 25%
Gaming GPUs • 25%
AI chips • 25%
AMD • 25%
Apple • 25%
Other • 25%
Qualcomm • 25%
AMD • 25%
Apple • 25%
NVIDIA • 25%
Other • 25%