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.

➁ Issues with the chip, including potential design flaws, were discovered during testing by NVIDIA engineers.

➂ TSMC employees believe that NVIDIA's rushed production requirements contributed to the problems.

➃ NVIDIA's Blackwell chip mass production plan is delayed to the fourth quarter, with additional costs incurred.