“No TSMC, No NVIDIA,” Emphasizes CEO Jensen Huang on the Crucial Role of Taiwan Semiconductor Manufacturing Company for AI Development

Today, NVIDIA’s CEO, Jensen Huang, made an appearance at TSMC’s “Sports Day”event. During his address, he openly acknowledged the pivotal role that TSMC has played in NVIDIA’s ascent to market leadership, emphasizing that without the Taiwan-based semiconductor manufacturer, NVIDIA would not exist in its current form.

NVIDIA CEO Highlights TSMC’s Vital Role in Company Success

This marks Jensen’s fourth trip to Taiwan within the year, and his encounters with TSMC executives consistently conclude with his expressions of gratitude. While at the sports event, Huang remarked, “without TSMC, there would be no NVIDIA today, ”lavishing praise not only on the executives but also on the dedicated workers contributing to the production of components that fuel NVIDIA’s ambitions in the semiconductor sector.

Nvidia’s Jensen Huang delivers emotional Mandarin speech at TSMC sports event, declaring ‘without TSMC, there would be no NVIDIA today’ and praising Taiwan chipmaker as ‘pride of Taiwan and the world.’ ★ https://t.co/YX81jnpXhq ★ pic.twitter.com/8LBb6peBZP

— TVBS World Taiwan (@tvbsworldtaiwan) November 8, 2025

A significant reason for Jensen’s current visit involves securing additional Blackwell chip wafers. As reported earlier, NVIDIA is experiencing overwhelming demand for its Blackwell product range, which encompasses chips and rack-scale configurations. To address this demand surge, NVIDIA has sought TSMC’s support in increasing chip production capacity. Furthermore, NVIDIA is poised to become a primary customer in TSMC’s cutting-edge 3nm production process, anticipating to claim around 30% of the overall output, indicating the robust momentum of the AI sector.

NVIDIA and TSMC executives with Blackwell Made in America plaque on stage with American flag. — Image Credits: NVIDIA

On first glance, the statement “No TSMC, no NVIDIA”may seem overly dramatic. However, a closer examination of the supply chain reveals TSMC’s centrality to NVIDIA’s AI innovations, from essential semiconductor supplies to advanced packaging solutions like CoWoS. Notably, NVIDIA once lagged in adopting advanced chip technologies but is now fervently pursuing cutting-edge chips, such as the A16, suggesting that its reliance on TSMC will intensify.

Given NVIDIA’s standing as a leader in the AI field, maintaining a close partnership with TSMC is crucial. Jensen’s ongoing visits to Taiwan indicate that the collaboration between NVIDIA and TSMC is set to strengthen, heralding significant advancements in their joint endeavors.

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