<p>➀ The partnership between NVIDIA and TSMC, one of the most profitable in AI chip business, is showing signs of tension due to production issues with NVIDIA's new Blackwell chip.</p><p>➁ Issues with the chip, including potential design flaws, were discovered during testing by NVIDIA engineers.</p><p>➂ TSMC employees believe that NVIDIA's rushed production requirements contributed to the problems.</p><p>➃ NVIDIA's Blackwell chip mass production plan is delayed to the fourth quarter, with additional costs incurred.</p>