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Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch
Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity
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Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip designer Nvidia, which alone could require TSMC to more than double its capacity in the next decade, Nvidia CEO Jensen Huang has said.
Huang’s remarks followed a high-profile banquet on Saturday evening with executives of key supply chain partners in Taiwan, including TSMC chairman and CEO C C Wei and Foxconn chairman Young Liu, as the Nvidia founder sought to shore up supply amid a production crunch on critical inputs for artificial intelligence infrastructure such as memory chips.
Speaking outside the restaurant, Huang said that TSMC must increase output this year as Nvidia “needs a lot of wafers”.
“TSMC is doing an incredible job and they’re working very, very hard,” he said. “We have a lot of demand this year.”
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