Taiwan Semiconductor Manufacturing Co, or TSMC, continues to solidify its global semiconductor influence, demonstrating TSMC AI leadership. During a visit on Friday, Nvidia CEO Jensen Huang highlighted the company’s importance to both Taiwan and the world. He emphasized that TSMC AI leadership has been critical to Nvidia’s success over the past three decades.
Huang first attended TSMC’s annual sports day at Hsinchu County Stadium. Afterwards, he toured the 3-nanometer fabrication plant in the Southern Taiwan Science Park. He praised TSMC employees, stating that their work enabled Nvidia to develop high-performance GPUs and CPUs. He added that TSMC AI leadership has made Taiwan a global technology hub.
In addition, Huang addressed the U.S.-China competition in artificial intelligence. He noted that AI affects every nation, company, and individual. He said Taiwan remains central to AI development because of its semiconductor expertise. Nvidia faces strong demand for its Blackwell AI chips, which rely heavily on TSMC wafer supply. The company keeps the exact order quantity confidential.
Meanwhile, TSMC Chairman C.C. Wei confirmed Huang requested wafers but declined to reveal specifics. Huang also observed Nvidia’s new Rubin chips on the production line. He explained that Nvidia GPUs can support multiple scientific fields including quantum computing, biology, and physics. Furthermore, the chips are compatible with nearly all cloud and data center systems.
Regarding memory shortages, Huang highlighted partnerships with SK Hynix, Samsung, and Micron. He said these suppliers have scaled production to meet Nvidia’s growing needs. Nvidia has received advanced memory chip samples from all three companies. Additionally, Huang confirmed there are no plans to sell Blackwell chips to China due to U.S. export restrictions.
Experts say TSMC AI leadership continues to enhance Taiwan’s global semiconductor influence. Consequently, its partnership with Nvidia strengthens both companies’ position in the AI technology boom.
