Nvidia (NASDAQ:NVDA) may be forced to adjust the design of its upcoming Feynman artificial intelligence platform because of limited manufacturing capacity at Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), according to a report published Monday by Taiwan’s Economic Daily News.
The report said demand for TSMC’s cutting-edge 2-nanometer chip production has surged, driven by major AI companies such as Nvidia and Meta. As a result, the foundry’s advanced manufacturing capacity is already fully booked through 2028 and possibly beyond.
These constraints could require Nvidia to rethink aspects of the Feynman platform’s design, the report added. TSMC is also expected to raise prices as production capacity remains tight while demand linked to artificial intelligence continues to climb rapidly.
The world’s largest contract chip manufacturer has seen a significant boost from the surge in AI-related demand over the past three years.
Feynman is Nvidia’s next-generation AI computing platform unveiled in 2025, with commercial availability targeted for 2028. It is intended to follow the company’s upcoming Vera Rubin platform, which is scheduled to begin shipping later this year.