Jensen Huang: Nvidia demand is extremely strong, TSMC must work very hard this year

Glonghui, January 31｜According to Yicai, Nvidia CEO Jensen Huang visited Shanghai, Beijing, and Shenzhen before the Spring Festival, and has recently arrived in Taiwan. During this trip, Huang's interactions with local suppliers have attracted much attention. On the evening of January 31, Jensen Huang hosted a dinner for Nvidia's supply chain partners. Attendees included Wistron Chairman Simon Lin, TSMC Chairman Mark Liu, Quanta Founder Barry Lam and Vice Chairman C.C. Liang, Pegatron Chairman T.H. Tung, Foxconn Chairman Young Liu, Compal Chairman Ray Chen, MediaTek CEO Rick Tsai, and ASUS Founder Jonney Shih, among others. After the dinner, Jensen Huang escorted Mark Liu as he left. In an interview, Jensen Huang discussed the dynamics of the supply chain. He stated that Nvidia's demand is very strong this year, and Nvidia is making every effort to produce Blackwell chips while also manufacturing Rubin chips. TSMC must work very hard this year because Nvidia needs a lot of wafers and CoWoS capacity, and TSMC is doing very well now. He also mentioned that TSMC may double its capacity over the next 10 years, which is a large-scale infrastructure investment.