Item 1 of 2 Jensen Huang, CEO of Nvidia, reacts during TSMC’s annual sports day in Hsinchu, Taiwan November 8, 2025. REUTERS/Ann Wang
“Nvidia builds the GPU (graphics processing units), but we also build the CPU (central processing units), the networking, the switches, and so there are a lot of chips associated with Blackwell,” Huang told reporters at an event held by Nvidia’s longtime partner Taiwan Semiconductor Manufacturing Co in Hsinchu.
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TSMC CEO C.C. Wei said that Huang had “asked for wafers,” but that the number was confidential.
“TSMC is doing a very good job supporting us on wafers,” Huang said during his fourth public trip to Taiwan this year, adding that Nvidia’s success would not be possible without TSMC.
Nvidia made history in October when it became the first company to reach a $5 trillion market value and TSMC’s Wei called Huang a “five-trillion-dollar man.”
When asked how concerned he was about memory shortages, Huang said that business was growing strongly and there would be shortages of “different things.”
“We have three very, very good memory makers – SK Hynix, Samsung, Micron – are all incredibly good memory makers, and they have scaled up tremendous capacity to support us,” Huang said.
Huang also said Nvidia has received the most advanced chip samples from all three memory makers.
When asked about possible memory price increases, he said: “it’s for them to decide how to run their business.”
Reporting by Wen-Yee Lee in Hsinchu; Editing by William Mallard and Thomas Derpinghaus
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