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Nvidia CEO Jensen Huang praised TSMC's role during a joint press conference with Intel
Thursday, September 18, 2025 at 05:22 PM
Nvidia CEO Jensen Huang made positive remarks about TSMC's contribution during a press conference that also featured Intel. This reinforces the strong partnership between Nvidia and its primary foundry supplier, which is a key relationship for the AI supply chain.
Context
On September 18, 2025, Nvidia announced a landmark collaboration with Intel, including a $5 billion equity investment to jointly develop custom CPU and GPU products. During the joint webcast, Nvidia CEO Jensen Huang acknowledged rival foundry TSMC as a "world-class" partner, a notable comment given the context of the new Intel alliance. The deal itself does not yet include Intel manufacturing Nvidia's flagship processors.
This dynamic was reinforced in early November 2025, when Huang visited TSMC in Taiwan to secure more capacity for high-demand Blackwell AI chips, declaring, "without TSMC, there would be no NVIDIA today". For investors, this strong public reaffirmation signals that despite the new Intel partnership, Nvidia's core reliance on TSMC's advanced 3nm and 4nm nodes remains absolute for its most critical products. This tempers near-term expectations for Intel Foundry winning Nvidia's high-end business and solidifies TSMC's central role in the AI supply chain.
Sources (34)
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