Jensen Huang Confirms Surging Demand for Blackwell Chips During Taiwan Visit, Asks TSMC to Ramp Up Wafer Production
Abstract
On Saturday, November 9, 2025 (Taiwan time), Jensen Huang, CEO of NVIDIA, stated at a TSMC event in Hsinchu, Taiwan, that the company is experiencing "very strong demand" for its most advanced Blackwell chips and has requested TSMC to increase wafer supply. Huang emphasized that NVIDIA’s success would not be possible without TSMC’s support, calling TSMC "a pride of the world." This marks Huang’s fourth public visit to Taiwan this year.
On Saturday, November 9, 2025 (Taiwan time), NVIDIA CEO Jensen Huang told reporters that the semiconductor giant is seeing "very strong demand" for its latest Blackwell chips. He made these remarks at TSMC’s annual sports day event in Hsinchu, Taiwan.
Huang explained to reporters: "NVIDIA doesn’t just make GPUs (Graphics Processing Units); we also manufacture CPUs (Central Processing Units), networking equipment, and switches, so the Blackwell platform involves a large number of chips." He underscored the complexity and comprehensiveness of the Blackwell chip system.
TSMC CEO C.C. Wei confirmed that Huang had "requested an increase in wafer supply," though the exact quantity remains confidential. Wafers are thin, circular slices of silicon that serve as the foundational material for chip manufacturing.
During his trip to Taiwan, Huang highly praised TSMC’s support: "TSMC has done an outstanding job in wafer supply." He added that NVIDIA’s success hinges on TSMC’s backing. This visit marks Huang’s fourth public trip to Taiwan this year, highlighting the significance of NVIDIA’s three-decade-long partnership with TSMC.
Notably, in October 2025, NVIDIA made history by becoming the first company to reach a $5 trillion market capitalization. TSMC CEO C.C. Wei referred to Huang as "Mr. $5 Trillion."
When asked about concerns regarding memory shortages, Huang stated that the company’s business is growing strongly and shortages may occur in different sectors. He said, "We have three excellent memory manufacturers—SK Hynix, Samsung, and Micron—all of which are exceptional and have significantly expanded capacity to support us."
Huang revealed that NVIDIA has already received samples of the most advanced chips from these three memory makers. Last week, South Korea’s SK Hynix announced it had sold out all of its chip production for next year and plans to substantially increase investment. Samsung Electronics also stated it is in "close discussions" with NVIDIA regarding the supply of next-generation High Bandwidth Memory chips (HBM4).
Regarding the mainland China market, Huang said on Friday, November 8 (Taiwan time), that there are currently "no active discussions" about selling Blackwell chips to mainland China. Sales of such chips have been prohibited by the Trump administration. Blackwell is NVIDIA’s flagship artificial intelligence chip product.
This event underscores the sustained robust global demand for AI chips and the tight strategic partnership between NVIDIA and TSMC. Industry analysts believe the global chip supply chain has entered an "AI supercycle," with suppliers ramping up production to meet continuously growing demand.
NVIDIA’s Blackwell chips are expected to surpass the current Hopper series in both performance and efficiency and will serve as the core of nearly all major global AI deployments. Key customers include tech giants such as Meta, Amazon, Google, and Microsoft, which collectively plan to invest up to $320 billion in AI and data center infrastructure.
Taipei city officials also announced that they will terminate the land-use agreement with Shin Kong Life Insurance on November 14, clearing the way for NVIDIA to establish its Taiwan headquarters in the Beitou-Shilin Technology Park in Taipei, further deepening NVIDIA’s long-term commitment to Taiwan.