According to a DigiTimes article, NVIDIA’s next-generation gaming GPU built on the Turing architecture will contribute to TSMC’s revenue in the second half of 2018. However, NVIDIA has made no official announcement about this gaming GPU. In fact, a Forbes article reported that NVIDIA’s CEO, Jen-Hsun Huang, clarified at Computex 2018 that the company would not launch its next-generation gaming GPU until “a long time from now.”

While TSMC’s guidance does not clearly state whether the next-generation GPU is NVIDIA’s, it does indicate that chip companies expect strong demand in the data center and gaming markets during the holiday season.

Next, we’ll look at TSMC’s guidance for semiconductor equipment.