Nvidia secures SK Hynix memory supply under $500 billion AI deal, tightening control over high-bandwidth memory for next-gen chips.

According to @business, Nvidia CEO Jensen Huang said he asked TSMC for more wafers to meet continued strong AI demand, signaling ongoing tightness in AI-chip supply. Source: Bloomberg/@business, Nov 8, 2025. Per the same report, the request reflects sustained order strength for Nvidia’s AI accelerators and increased capacity needs at TSMC that equity traders often monitor for demand visibility. Source: Bloomberg/@business, Nov 8, 2025. TSMC has previously acknowledged tight CoWoS advanced packaging capacity due to AI accelerators and outlined capacity expansions, providing context for why additional wafers and packaging throughput are critical. Source: TSMC Q3 2023 earnings call, company remarks. For trading, this update is a near-term demand confirmation for NVDA and a utilization tailwind for TSM; the source does not mention any cryptocurrencies, so any crypto impact is indirect via AI infrastructure sentiment. Source: Bloomberg/@business, Nov 8, 2025.