Nvidia CEO Jensen Huang Blackwell demand continues to surge as the company’s revolutionary AI processors dominate the global market. Speaking at a Taiwan Semiconductor Manufacturing Co event on Saturday, Huang confirmed the semiconductor giant is experiencing exceptionally robust growth driven by insatiable appetite for its latest technology.
The Nvidia chief executive made his fourth public appearance in Taiwan this year, underscoring the critical importance of manufacturing partnerships in meeting unprecedented market requirements. Industry analysts project the artificial intelligence boom will sustain elevated demand through 2026 and beyond.
Strong Demand Drives Production Expansion
Huang emphasized that strong demand for Blackwell architecture extends far beyond individual components. “Nvidia builds the GPU (graphics processing units), but we also build the CPU (central processing units), the networking, the switches, and so there are a lot of chips associated with Blackwell,” Huang told reporters gathered in Hsinchu.
The comprehensive system approach requires massive wafer allocations from manufacturing partners. Taiwan Semiconductor Manufacturing Company CEO C.C. Wei confirmed Huang had requested substantial wafer supplies, though specific quantities remain confidential due to competitive considerations. Wei praised Huang as a “five-trillion-dollar man” following Nvidia’s historic achievement of reaching $5 trillion market valuation in October 2025.
TSMC Partnership Powers Semiconductor Giant
The TSMC collaboration represents the backbone of Nvidia’s production capabilities for state-of-the-art chips. “TSMC is doing a very good job supporting us on wafers,” Huang stated, acknowledging that Nvidia’s phenomenal success would be impossible without this strategic alliance.
Taiwan Semiconductor’s Arizona facilities are now producing advanced Blackwell wafers on American soil, marking a significant milestone in onshoring critical AI chip production. The facility manufactures two-, three-, and four-nanometer chips essential for high-performance computing applications, bolstering the domestic semiconductor supply chain and reducing geopolitical vulnerabilities.
TSMC’s commitment to scaling production capacity demonstrates confidence in sustained demand trajectories. The partnership extends beyond simple manufacturing—it encompasses collaborative engineering, yield optimization, and continuous technological advancement.
AI Chip Supply Chain Faces Memory Constraints
When questioned about potential component shortages, Huang acknowledged business growth would inevitably create bottlenecks across different supply chain segments. “We have three very, very good memory makers – SK Hynix , Samsung , Micron – are all incredibly good, and they have scaled up tremendous capacity to support us,” he explained.
SK Hynix announced last week it had completely sold out chip production for 2026, planning aggressive investment increases to capitalize on the extended “super cycle” driven by generative AI applications. The South Korean manufacturer projects multi-year elevated demand as data centers expand globally for AI supercomputing infrastructure.
Samsung Electronics confirmed close discussions to supply next-generation HBM4 high-bandwidth memory chips to Nvidia, representing cutting-edge technology essential for Blackwell system performance. Huang noted receiving advanced chip samples from all three major memory suppliers, indicating collaborative development efforts.
Nvidia China Export Restrictions Limit Market Access
On Friday, Huang addressed geopolitical constraints affecting Blackwell distribution. He stated there were “no active discussions” about selling Blackwell chips to China, confirming compliance with Trump administration policies restricting sales of advanced artificial intelligence processors.
The Nvidia China export restrictions stem from national security concerns that sophisticated AI accelerators could benefit Chinese military capabilities and domestic AI industry development. In response, Chinese government authorities issued guidance requiring state-funded data center projects to prioritize domestically manufactured AI processors.
These export restrictions significantly narrow Nvidia’s addressable market, though robust demand from North American, European, and allied Asian markets more than compensates. Industry observers note the restrictions may accelerate Chinese efforts to develop indigenous alternatives, potentially reshaping long-term competitive dynamics.
Semiconductor Supply Chain Resilience
The Blackwell production ecosystem demonstrates remarkable semiconductor supply chain coordination across multiple continents. From TSMC’s fabrication facilities in Taiwan and Arizona to memory chip production in South Korea and final system assembly, the complex network requires precise synchronization.
Huang’s repeated Taiwan visits underscore the irreplaceable role of Taiwanese semiconductor expertise in global AI infrastructure. While diversification efforts continue, Taiwan’s technological leadership in advanced node manufacturing remains unmatched.
The partnership between Nvidia and TSMC sets industry standards for collaborative innovation, combining Nvidia’s architectural brilliance with TSMC’s manufacturing excellence. This synergy enables rapid scaling from design concepts to volume production, maintaining Nvidia’s competitive advantage, as detailed in NVIDIA’s official announcements.
As artificial intelligence applications proliferate across industries—from autonomous vehicles to scientific research—the insatiable demand for computational power positions Nvidia’s Blackwell architecture as the industry standard. Huang’s confidence in sustained growth reflects both current order backlogs and long-term market expansion trajectories that show no signs of moderating through the remainder of this decade.
