TSMC Chairman C.C. Wei said the company remains on track to increase production of Nvidia’s Blackwell AI chips in the second half of 2026, easing concerns about earlier delays in the supply chain. The update signals that one of the industry’s most closely watched semiconductor programs is moving toward higher volume output.

Blackwell is central to Nvidia’s push to meet demand for advanced AI hardware, and any shift in production timing has implications for cloud providers, chip buyers, and investors tracking the pace of AI infrastructure spending. TSMC’s role as the manufacturing partner makes its production outlook especially important.

Wei’s comments suggest that the foundry is working through the ramp-up process after prior setbacks. While the company did not disclose detailed output targets in the Reuters report, the timeline points to a more stable production phase later this year, provided execution stays on course.

The announcement comes as the semiconductor sector continues to face intense scrutiny over capacity, tooling, and demand for leading-edge chips. For Nvidia, the planned ramp-up could help support broader supply for its Blackwell lineup as competition for high-end AI hardware remains strong.