# NVIDIA’s 10-K records extreme foundry concentration at TSMC

Date: 2024

## The fact

NVIDIA’s 2024 10-K continues to disclose extreme dependence on TSMC for advanced packaging and leading-edge wafers, a completed concentration cluster under Huang.

## Context

Neighbouring Blackwell is the SKU TSMC must build. Neighbouring Greenpeace 2026 is later NGO weather. He did not write a TSMC environmental permit.

Blackwell March 2024 is neighbouring SKU. Greenpeace August 2026 is neighbouring emissions. Wistron 2026 is later assembly only.

[Jensen Huang](/people/jensen-huang) has been NVIDIA’s co-founder and CEO since April 1993. He does not write a BIS Entity List, a Commission DMA article, a TSMC fab act, a Chinese CAC circular, or a French Autorité decision. A GTC keynote is not a completed export licence. A subpoena is not a conviction. CUDA is not a court finding of monopoly unless a court so found. TSMC fabricates; hyperscalers buy; Beijing and Washington write the licence. Keep those dates separate. A Greenpeace cake is not a unique ppm. A DOE supercomputer is not a unique arsenal coefficient as his personal tally.

## Evidence and sources

United States Securities and Exchange Commission carries the official instrument or communique. Reuters records the same dated act independently.

## Significance

## What is established and what is not

Established: 2024 10-K TSMC concentration disclosure, independently reported.

Not established: that Huang authors Taiwan’s energy mix, or a unique later kWh coefficient as his personal tally.

What would change the picture: a contradictory original with a different date or name, a later repeal, a court that vacated the instrument, or a measured series that can be argued, with lag and alternatives, as a consequence of this instrument rather than of later institutions.

The date is the date of this instrument, not a licence to back-date every later harm or benefit.

TSMC fabricated. Taiwan hosted the fabs. He did not sit as TSMC’s chairman.. A later repeal, court stay, or successor order would be a different Fact with a different date. That pair identifies NVIDIA’s 10-K records extreme foundry concentration at TSMC, not a later speech about NVIDIA’s 10-K records extreme foundry concentration at TSMC.

Co-authors and later implementers named in Context remain on the file. NVIDIA’s 10-K records extreme foundry concentration at TSMC on 2024-04-17 is not a licence to treat every later United States Securities and Exchange Commission communique as this same act. If a later repeal, stay, or successor instrument exists, it needs its own date and its own row. This dossier refuses to average NVIDIA’s 10-K records extreme foundry concentration at TSMC into a personality. The contribution described on this Person row is limited to He signed the 10-K as CEO. TSMC fabricated. Taiwan hosted the fabs. He did not sit as TSMC’s chairman. That limit is the alternative to treating office-holding as authorship of every later series.

## People

- Jensen Huang: https://factrail.ai/people/jensen-huang

## Drivers

- Energy Security: https://factrail.ai/drivers/energy-security
- Industrial-Policy Activism: https://factrail.ai/drivers/industrial-policy-activism

## Sources

- https://www.reuters.com/technology/nvidia-tsmc-concentration-advanced-packaging-2024-04-17/
- https://www.sec.gov/

## Methodology

https://factrail.ai/methodology

Canonical: https://factrail.ai/facts/nvda-tsmc-energy-2024