In a recent gathering at TSMC’s “Sports Day,” NVIDIA’s CEO, Jensen Huang, emphasized the crucial role that TSMC has played in the success of NVIDIA. As a leading figure in the tech industry, Huang acknowledged that the company’s position today would not have been possible without the Taiwan-based chip giant.
NVIDIA’s Increasing Reliance on TSMC
This year marks Jensen Huang’s fourth visit to Taiwan, underscoring the importance of TSMC in NVIDIA’s operations. During these visits, Huang consistently expresses gratitude toward TSMC’s executives and its workforce, crediting them for meeting NVIDIA’s substantial semiconductor demands. At the recent event, Huang openly declared, “without TSMC, there would be no NVIDIA today,” highlighting TSMC’s pivotal role in the company’s achievements.
The visit also aimed to secure more Blackwell chip wafers to cater to the soaring demand for NVIDIA’s current lineup, which includes cutting-edge chips and rack-scale configurations. Reports suggest that NVIDIA is pushing for increased production capacity from TSMC, aiming to capture around 30% of the 3nm process output. This significant move signifies the rapid momentum of the AI industry.
The Future of NVIDIA and TSMC’s Partnership
The statement “No TSMC, no NVIDIA” may sound dramatic, but it’s a testament to TSMC’s central role in supplying essential semiconductors and advanced packaging services that fuel NVIDIA’s AI endeavors. Even though NVIDIA was initially slow in adopting innovative chip technologies, it is now keen on acquiring advanced chips like the A16, highlighting TSMC’s growing significance.
NVIDIA is determined to maintain a strong partnership with TSMC, a key player in the AI sector. With Jensen’s frequent visits to Taiwan, the bond between NVIDIA and TSMC is expected to strengthen further.