Cascade summary
Nodes affected
0
of 45 in network
Combined exposure
87%
rev at risk
Hero edge · NVDA → TSMC
$50.3B supply commitment · 95-100% of NVDA production · >60% global CoWoS capacity reserved
Components
Wafer fabrication on custom 4N/N5/N7 nodes for ALL NVIDIA chips (H100, H200, B200); 800K-850K wafers/year; ~95-100% production; $50.3B supply commitments; >60% global CoWoS capacity
Switching cost
prohibitive
Affected segments
Data Center Compute, Networking, Gaming, Professional Visualization, Automotive