https://wccftech.com/nvidia-cuts-down-tsmc-5nm-wafer-order-for-next-gen-geforce-rtx-40-gpus-due-to-pc-market-decline-crypto-flood/

Based on a report from DigiTimes, it looks like the recent decline in PC demand may affect NVIDIA's upcoming GeForce RTX 40 graphics card lineup as GPU demand has hit a new low & is expected to get worse in the coming months.

The report states that NVIDIA has cut down its orders of TSMC 5nm wafers which are expected to power their next-gen GPU lineup. The report mentions that the PC and electronics market has slowed down rapidly and Apple is also one of the big 3 customers of TSMC who wants to revise their wafer order given the current scenario. But for NVIDIA, the slowing PC market is not even the biggest concern, it's the recent GPU flood.