NVIDIA CEO: TSMC's capabilities are like magic

NVIDIA CEO: TSMC's capabilities are like magic

In a recent interview, NVIDIA CEO Jensen Huang lauded TSMC's semiconductor capabilities, describing them as "like magic." Huang's comments come amid growing collaboration between NVIDIA and TSMC, as well as a significant investment by NVIDIA in Intel to co-develop new server and PC chips.

Huang's praise for TSMC's technology is well-founded. The company's 2 nm process, which MediaTek recently adopted for its flagship system-on-chip, has been lauded for its ability to deliver both high performance and energy efficiency. TSMC's advanced process technology is crucial for NVIDIA's high-performance GPUs and AI processors, which are essential for data centers and consumer electronics.

NVIDIA's investment in Intel, announced on September 18, 2025, is a strategic move to bolster its presence in the AI chip market. The collaboration will see NVIDIA and Intel co-develop custom data center and PC products, integrating NVIDIA's AI and accelerated computing with Intel's leading CPU technologies. This partnership is a significant shift from the early 2000s when Intel considered buying NVIDIA outright .

The collaboration with TSMC and MediaTek underscores NVIDIA's commitment to leveraging the latest semiconductor technology. TSMC's 2 nm process is a milestone that paves the way for the nanosheet era, promising powerful computing capabilities. NVIDIA's continued use of TSMC's foundry services is a testament to the company's trust in TSMC's manufacturing prowess.

However, the future of this collaboration remains uncertain. NVIDIA and Intel have not yet committed to specific plans beyond the broad, vague collaborations announced on September 18, 2025. Both companies will address these questions in a joint press conference scheduled for September 18, 2025.