Nvidia CEO Jensen Huang said the company is facing “very strong demand” for its new Blackwell AI chips, underscoring the semiconductor boom that has made Nvidia the first $5 trillion company in history.
Speaking at a TSMC event in Taiwan, Huang praised the company’s crucial role in producing Nvidia’s high-performance chips. “TSMC is doing a very good job supporting us on wafers,” he said.
TSMC CEO C.C. Wei confirmed that Nvidia has requested large wafer volumes but declined to reveal details. The partnership highlights Nvidia’s reliance on Taiwan’s chipmaking powerhouse as it scales up AI production worldwide.
Huang noted that Nvidia’s ecosystem extends far beyond GPUs, incorporating CPUs, networking chips, and switching hardware — all part of the Blackwell platform.
He also said Nvidia is working closely with SK Hynix, Samsung, and Micron, which are rapidly expanding high-bandwidth memory (HBM) output. SK Hynix has already sold out its 2026 production, while Samsung is in “close discussions” with Nvidia to supply HBM4 memory.
Despite speculation, Huang reiterated that Nvidia is not in talks to sell Blackwell chips to China, due to ongoing U.S. export restrictions.
