Overview

• Nvidia's Blackwell AI chips faced a production delay due to a design flaw, which has now been corrected with the help of TSMC.
• Jensen Huang, Nvidia's CEO, stated that the design flaw was completely Nvidia's responsibility, not TSMC's.
• Despite initial reports, Huang denied any tensions between Nvidia and TSMC, labeling such claims as 'fake news.'
• The design flaw caused low yield rates, but TSMC's support enabled Nvidia to resume manufacturing at a rapid pace.
• Blackwell chips are now in full production and expected to ship in the fourth quarter, meeting high demand from major tech companies.