Nvidia just pushed TSMC hard on those 3nm Blackwell chips. They want monthly wafer production cranked up by 50% — we're talking a jump from around 100,000-110,000 wafers to roughly 160,000. That's an extra 35,000 wafers hitting the line every month.

This kind of aggressive capacity push usually signals serious downstream demand. For the crypto space, it matters because Blackwell architecture isn't just about AI training — the compute density and power efficiency could reshape mining economics and validator infrastructure in ways we haven't seen since the last major node shrink.

TSMC's 3nm process is already running near capacity. If they actually deliver this ramp, it'll be interesting to see who gets priority allocation and how that ripples through supply chains for both AI infrastructure and specialized compute hardware.