Biden Ensures US Firms Unrestricted Nvidia GPU Access While TSMC Sales Surge 37%
The Biden administration committed to preserving US firm access to Nvidia’s advanced GPUs, quelling trade-policy concerns. TSMC’s January sales jumped 37%, signaling increased wafer capacity that could alleviate Nvidia’s GPU supply bottlenecks.
1. US Policy Secures Nvidia GPU Exports
US officials have confirmed that export controls will not prevent American companies from procuring Nvidia’s high-performance GPUs, addressing investor fears of potential trade restrictions. Company leaders emphasize that stable access to advanced accelerators supports Nvidia’s production forecasts and long-term revenue projections.
2. TSMC’s Sales Surge Eases Nvidia Supply
Taiwan Semiconductor reported a 37% year-over-year sales increase in January, driven by strong orders for advanced-node wafers used in AI and HPC chips. Market observers believe this capacity expansion could help Nvidia overcome persistent supply shortages and accelerate GPU shipments through 2026.