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NVIDIA CEO Jensen Huang praises TSMC at a joint press conference with Intel.
Saturday, November 8, 2025 at 08:10 AM
NVIDIA CEO Jensen Huang reportedly lauded TSMC multiple times during a press conference that also involved Intel, reinforcing the strong, ongoing relationship between the two companies which is critical for NVIDIA's AI chip supply chain.
Context
On November 8, 2025, NVIDIA CEO Jensen Huang made a highly symbolic appearance at partner TSMC's annual Sports Day in Hsinchu, Taiwan. Marking his third visit in three months, Huang publicly underscored the critical nature of the relationship, stating in a speech, "No TSMC, no NVIDIA". For investors, this gesture is a clear signal of NVIDIA's deep reliance on the Taiwanese foundry for its advanced AI chip manufacturing.
The visit is widely interpreted as a strategic move to secure additional production capacity amid overwhelming demand for NVIDIA's Blackwell series AI chips. Reports indicate NVIDIA is negotiating for a significant share of TSMC's cutting-edge wafer supply, aiming to secure around 30% of the foundry's total 3nm process output. This public courtship highlights the intense pressure on the AI supply chain and NVIDIA's efforts to lock down the manufacturing resources essential for its future growth.
Sources (6)
“No TSMC, No NVIDIA,” Stresses CEO Jensen Huang as ...NVIDIA's CEO praises TSMC, signals wafer supply bottleneck✳️Jensen Huang showed up at the TSMC Sports Day ...Nvidia CEO in Taipei to visit TSMC, says in talks with US ...Nvidia CEO deepens ties with TSMC with third visit in three ...Fetched web page
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