Nvidia CEO Praises TSMC, Calls Buying Its Stock 'Very Smart'

Nvidia CEO Jensen Huang visited TSMC in Taipei, praising the company and saying it is "very smart" to invest in it. Huang acknowledged TSMC's key role in Nvidia's success, highlighting their partnership in producing chips for various Nvidia products. The visit comes as both companies are working together to meet growing demand for semiconductors.

Nvidia CEO Jensen Huang visited Taiwan Semiconductor Manufacturing Co. (TSMC) in Taipei, highlighting the critical partnership between the two companies. Huang praised TSMC, stating that it is "very smart" to invest in the Taiwanese chipmaker. The visit comes as both companies are working together to meet growing demand for semiconductors.

Huang acknowledged TSMC's key role in Nvidia's success, noting their partnership in producing chips for various Nvidia products. The visit is part of Huang's third trip to Taiwan this year, underscoring the importance of the relationship between Nvidia and TSMC.

During his visit, Huang met with top TSMC executives to discuss Nvidia's latest virtual reality-related chips and its plan to launch new devices, including Spectrum-X Phonics switches. He also mentioned that Nvidia is working with TSMC on six new chips, including a central processing unit, a graphics processing unit, and NVilink chips used in switch production. All of these chips are currently in TSMC's fabs.

The visit also comes amidst ongoing discussions about AI chip sales to China and potential new chip developments. Nvidia is in talks with the US government regarding the potential sale of a successor to its H20 chip in China. The situation is complex, with Nvidia having to balance strong demand from Chinese companies against US export restrictions.

Recent reports indicate that Nvidia has instructed its partners, including Arizona-based Amkor Technology and South Korea's Samsung Electronics, to halt production of H20 chips. Nvidia stated that it "constantly manages" its supply chain to address market conditions while emphasizing that the H20 is not intended for military or government infrastructure use.

The Trump administration recently reached an agreement with Nvidia and AMD under which the US government would receive 15% of revenue from sales of certain advanced chips in China. This move reflects the ongoing efforts to balance economic interests with national security concerns in the high-tech sector.

Huang's visit also highlighted TSMC's crucial role in the semiconductor industry. He praised TSMC as "one of the greatest companies in the history of humanity" and mentioned that TSMC is currently working on six new products for Nvidia, including a new CPU and GPU for advanced computation and AI.

As Nvidia continues to navigate the complex landscape of international chip sales and development, the outcome of these discussions with the US government and its ongoing partnership with TSMC will likely have significant implications for the global AI and semiconductor industries.

References:
[1] https://www.reuters.com/business/finance/nvidia-ceo-taipei-visit-tsmc-says-talks-with-us-over-new-china-chip-2025-08-22/
[2] https://theoutpost.ai/news-story/nvidia-ceo-visits-tsmc-amid-us-china-chip-tensions-discusses-new-china-chip-19416/
[3] https://focustaiwan.tw/business/202508220009