Nvidia CEO asks TSMC for more wafers
Nvidia CEO Jensen Huang asking TSMC for more wafers isn’t just a supply chain whisper — it’s a loud signal that the AI boom shows no signs of cooling down. When the guy who leads one of the world’s most valuable tech companies publicly thanks a chip manufacturer with "No TSMC, no Nvidia," you know the silicon dance is critical. It’s a savvy reminder that behind every breakthrough AI model powering apps and chatbots is a silicon wafer factory working overtime to keep the chips rolling.
This wafer request comes amid soaring demand for Nvidia's latest AI hardware, especially the cutting-edge Blackwell GPUs, which power everything from data centers to cloud AI systems. Nvidia relies entirely on TSMC’s semiconductor manufacturing, and with AI workloads growing month by month, the pressure on wafer supply chains is intensifying. Alongside scaled-up efforts by memory chip suppliers SK Hynix, Samsung, and Micron, TSMC is locked in a race to meet escalating demand, even as capacity remains tight. This push reflects broader industry optimism about AI’s industrial impact despite recent market jitters, underscoring Nvidia and TSMC’s key partnership in fueling the AI revolution[1][2][5][7].
