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NVIDIA's CEO was spotted at TSMC's "Sports Day" today, and while addressing the public, Jensen stated that without TSMC, NVIDIA wouldn't have been in the dominant position it currently is. NVIDIA CEO Claims That Without the Taiwan Chip Giant, His Company Wouldn't Be in Its Current Position Jensen is currently on his fourth visit to Taiwan this year alone, and every time, his meeting with TSMC's executives is always followed by 'appreciative' comments. On the attendance of the Taiwan giant's sports event, NVIDIA's CEO Jensen Huang claimed straightforwardly that "without TSMC, there would be no NVIDIA today", praising not only the firm's executives, but also workers and professionals involved in fueling Team Green's semiconductor demands. One of the main reasons behind Jensen's visit to TSMC this time is to secure additional Blackwell chip wafers, as we reported yesterday. NVIDIA faces a massive demand for its current product offerings, which primarily consist of chips and rack-scale configurations within the Blackwell series. To meet the enormous demand, NVIDIA has requested that TSMC allocate additional chip production capacity. Along with this, Team Green is expected to be a primary customer of the 3nm process, securing around 30% of the total production, which shows that the AI bandwagon is moving with full force. The statement "No TSMC, no NVIDIA" does seem a bit dramatic when you look at it for the first time, but once the supply chain is analyzed, there's no doubt that the Taiwan chip giant is at the center of NVIDIA's AI business, whether it includes supplying necessary semiconductors or even advanced packaging services like CoWoS. More importantly, Team Green initially had been one of the 'late adopters' of cutting-edge chip technologies, but now the firm is racing to get its hands on advanced chips like the A16, implying that TSMC's importance will only grow. NVIDIA needs to keep TSMC 'close' to itself, given that the firm is one of the most sought-after in the AI industry. And, with Jensen's continued visits to Taiwan, it appears that the NVIDIA-TSMC relationship will evolve significantly moving forward.
