Jensen Huang reports oversupply of TSMC silicon and memory
November 13, 2026
Nvidia faced an oversupply of prepaid TSMC wafers and memory after major cloud providers shifted toward in-house chip production. This surplus followed reports of channel stuffing and inflated AI demand projections.
HOW THIS AFFECTS YOU
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founderHardware costs and availability might change as big cloud providers move away from Nvidia.
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investorWatch for shifts in Nvidia's revenue as demand from major cloud customers fluctuates.