NVIDIA's CEO recently visited Taiwan to discuss TSMC and how both parties will move forward in the "artificial intelligence revolution," and he was full of praise for TSMC in interviews with media in Taiwan. There is no doubt that this chip giant is NVIDIA's most important partner and the driving force behind all NVIDIA architectures.
In an interview with the media, Huang Renxun said that people who buy TSMC stocks are "smart people" and that the chip giant will be inundated with orders in the coming months.
In addition to confirming that Rubin is in trial production at TSMC, Jensen also revealed that Blackwell Ultra production has been a complete success and praised the chip giant's efforts to ensure the performance of the final product. Part of the NVIDIA CEO's visit to Taiwan was to communicate with TSMC executives and thank them for their extensive cooperation in the field of computing products. Huang Renxun also expressed his appreciation for TSMC in an interview with the media. NVIDIA currently relies heavily on TSMC, and maintaining TSMC's leading position is crucial for NVIDIA to continue to promote AI development.
NVIDIA CEO Jen-Hsun Huang and TSMC CEO Dr. Wei Zhejia had dinner in Taiwan. Image source: Yu Chenghan/UDN
NVIDIA has grown to become the Taiwanese giant's largest customer. Given the rapid development of computing technology, the future is undoubtedly full of opportunities for both parties. Regarding NVIDIA’s next-generation AI product Rubin series, Huang Renxun revealed that TSMC is preparing six new chips, including a new GPU chip, a Vera Rubin CPU and multiple network interfaces.
The basis for all of these products is a partnership with the Taiwanese giant TSMC. The likelihood of NVIDIA choosing another chip partner remains low, and judging from TSMC's expansion in the United States, the two companies will still maintain a cooperative relationship in the coming years.