Nvidia CEO Jensen Huang has once again highlighted the vital role of Taiwan Semiconductor Manufacturing Co. (TSMC) in powering Nvidia’s global dominance in AI chipmaking. Speaking at TSMC’s annual sports day in Hsinchu, Taiwan, on November 8, 2025, Huang expressed deep gratitude toward the semiconductor giant, calling it the backbone of Nvidia’s technological success.
Huang’s remarks were both emotional and strategic, underscoring the decades-long alliance between Nvidia and TSMC. He stated, “TSMC is doing a very good job supporting us on wafers. Without TSMC, there is no Nvidia today.” He further added, “You are really the pride of Taiwan, you are also the pride of the world. Thank you for helping me build Nvidia.
The comments came amid surging global demand for Nvidia’s Blackwell AI chips, which power next-generation artificial intelligence systems and data centers. Huang noted that Nvidia’s business is growing “month by month, stronger and stronger,” fueled by unprecedented interest in AI computing. To meet this demand, he revealed that Nvidia has requested more wafers from TSMC, ensuring consistent supply for the booming GPU and CPU production line.
Huang highlighted the scale of Nvidia’s operations, explaining that the Blackwell platform integrates GPUs, CPUs, networking, and switching components all requiring intensive manufacturing support. TSMC’s advanced nodes and precision engineering remain central to delivering these high-performance chips.
While optimistic, Huang acknowledged potential memory shortages due to exponential AI growth. He praised Nvidia’s key partners SK Hynix, Samsung, and Micron for scaling up their production capacities to meet rising demand.
Responding to Elon Musk’s plan to build a “TeraFab,” Huang noted that replicating TSMC’s expertise is “virtually impossible,” emphasizing the decades of engineering mastery required. On China, he confirmed Nvidia isn’t in talks to sell Blackwell chips there, in line with US export bans, but urged both nations to maintain constructive trade ties.
This marks Huang’s fourth visit to Taiwan in 2025, reinforcing the TSMC-Nvidia partnership as a cornerstone of the global AI revolution and semiconductor innovation.
