Nvidia CEO Praises TSMC, Calls Buying its Stock a "Very Smart" Move

Nvidia CEO Jensen Huang praised Taiwan Semiconductor Manufacturing Company (TSMC), saying it's "very smart" to buy its stock. Huang visited TSMC's executives in Taipei, highlighting the importance of their partnership. TSMC is a key chip supplier for Nvidia.

Nvidia CEO Jensen Huang recently visited Taiwan Semiconductor Manufacturing Company (TSMC) in Taipei, where he praised the Taiwanese chipmaker and emphasized the strategic importance of their partnership. During his visit, Huang met with top TSMC executives to discuss Nvidia's latest virtual reality-related chips and its plans for new devices, including Spectrum-X Photonics switches [1].

Huang acknowledged TSMC's key role in Nvidia's success, noting their partnership in producing chips for various Nvidia products. The visit comes as both companies work together to meet growing demand for semiconductors. Huang 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 [1].

The visit coincides with 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, a situation that is complex due to US export restrictions. Nvidia has instructed its partners, including Arizona-based Amkor Technology and South Korea's Samsung Electronics, to halt production of H20 chips, stating that the H20 is not intended for military or government infrastructure use [1].

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 ongoing efforts to balance economic interests with national security concerns in the high-tech sector [1].

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 [1, 2, 3].

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.ainvest.com/news/nvidia-ceo-praises-tsmc-calls-buying-stock-smart-2508/
[2] https://www.taiwannews.com.tw/news/6184820
[3] https://blockchain.news/flashnews/nvidia-nvda-ceo-jensen-huang-calls-tsmc-tsm-a-historic-great-2025-signal-for-ai-chips-and-crypto-market-impact