New Delhi, India – November 10, 2025– Nvidia is currently experiencing a truly record demand for its advanced Blackwell chips. CEO Jensen Huang recently confirmed this immense market appetite. He spoke at a significant industry event in Hsinchu, Taiwan. This event was hosted by its vital partner, Taiwan Semiconductor Manufacturing Company (TSMC). This announcement strongly emphasizes the increasing global need for sophisticated semiconductors. Artificial intelligence (AI) is fundamentally transforming major industries across the world.
Huang carefully explained that the Blackwell platform is an expansive architecture. He stressed it involves much more than simply a graphics processing unit. “Nvidia builds the GPU, but we also build the CPU, networking, and switches,” he elaborated. Therefore, a comprehensive array of chips is associated with the Blackwell system. He underscored the vast scale and integrated nature of the company’s newest technology. The requirements for next-generation AI demand this detailed, systemic approach.
The executive’s visit marked his fourth trip to Taiwan this year alone. This frequent travel highlights Nvidia’s deep and critical reliance on TSMC for wafer production. Huang refrained from disclosing any specific shipment volumes. Nevertheless, he officially confirmed that Nvidia has formally requested substantial wafer supplies from TSMC. This action is necessary to satisfy the extremely high global demand. “TSMC is doing a very good job supporting us on wafers,” Huang remarked gratefully. He clearly stated that Nvidia’s success would have been impossible without this long-standing collaboration. TSMC is widely recognized as the world’s largest contract chip manufacturer.
TSMC CEO C.C. Wei acknowledged Huang’s request for additional wafers. Yet, he maintained strict silence on the exact figures, citing standard confidentiality agreements. This crucial partnership between the two technology giants is flourishing alongside a major financial victory for Nvidia. Specifically, in October, the company achieved a historic milestone. It became the first corporation globally to reach an astonishing $5 trillion market valuation. Wei affectionately referred to Huang as the “five-trillion-dollar man.” This nickname perfectly captures the scale of Nvidia’s extraordinary financial growth.
Despite the current atmosphere of intense optimism, Huang admitted that certain supply chain challenges remain. He directly addressed growing concerns about potential memory component shortages. “Business is growing strongly,” he noted, “and there will be shortages of different things.” However, he voiced strong confidence in Nvidia’s memory component suppliers. He specifically named SK Hynix, Samsung, and Micron. He greatly commended their determined efforts to massively scale up their production capacities. “They are all incredibly good memory makers,” Huang added, “and have expanded capacity tremendously to support us.”
Nvidia has already received the most advanced memory samples from all three partner firms. These crucial memory units are essential for powering the new Blackwell chips. Huang chose not to comment on any potential increases in memory component prices. Instead, he simply stated, “It’s for them to decide how to run their business.” The specialized memory market activity is accelerating rapidly. SK Hynix recently reported that its total chip production for the next year is completely sold out. Consequently, the firm plans to significantly boost its capital investment. They foresee an extended “super cycle” propelled by surging AI requirements. Samsung also confirmed it is actively discussing terms with Nvidia. They plan to supply their next-generation HBM4 chips. This confirms the industry’s deep alignment focused on AI-driven expansion.
Regarding complex geopolitical matters, Huang clearly specified the company’s position. Specifically, he stated that Nvidia is not currently discussing selling Blackwell chips to China. Furthermore, U.S. government restrictions continue to block such transactions. These measures exist because advanced chips could potentially boost China’s military and AI development. “There are no active discussions,” Huang confirmed definitively. Additionally, he reaffirmed the company’s strict compliance with all current U.S. export controls. Meanwhile, the enormous surge in demand for Blackwell chips illustrates a much broader global contest. In fact, it reflects the intense worldwide race to build cutting-edge AI infrastructure.
Nvidia’s chips are absolutely central to this massive technological transformation. In fact, they provide the necessary processing power for everything from massive data centers to complex autonomous systems. Moreover, analysts believe that securing a sufficient supply of wafers and memory will be absolutely critical. This, in turn, will help Nvidia successfully maintain its dominant market leadership position. At the same time, numerous competitors are working quickly to close the technology gap. Finally, Huang concluded his remarks on a distinctly positive note. “We’re in an era of extraordinary growth,” he said. Consequently, this signals that Nvidia is prepared to scale up its production efforts, ensuring they fulfill the substantial needs of an increasingly AI-driven world.
