{"id":315553,"date":"2026-02-01T22:18:17","date_gmt":"2026-02-01T22:18:17","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/315553\/"},"modified":"2026-02-01T22:18:17","modified_gmt":"2026-02-01T22:18:17","slug":"nvidias-jensen-huang-urges-tsmc-to-expand-capacity-amid-ai-chip-crunch","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/315553\/","title":{"rendered":"Nvidia\u2019s Jensen Huang urges TSMC to expand capacity amid AI chip crunch"},"content":{"rendered":"<p>Taiwan Semiconductor Manufacturing Company (TSMC) needs to \u201cwork very hard\u201d to meet growing demand from leading <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/tech\/big-tech\/article\/3341568\/beijing-clears-nvidias-h200-imports-ending-chip-uncertainty-china-tech-giants?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">US chip designer Nvidia<\/a>, which alone could require TSMC to more than double its capacity in the next decade, Nvidia CEO Jensen Huang has said.Huang\u2019s remarks followed a high-profile banquet on Saturday evening with executives of key supply chain partners in Taiwan, including <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/opinion\/article\/3340338\/taiwan-has-just-sold-out-tsmc-and-half-its-chips-industry-us?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">TSMC<\/a> chairman and CEO C C Wei and Foxconn chairman Young Liu, as the Nvidia founder sought to shore up supply amid a production crunch on critical inputs for <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/tech\/tech-trends\/article\/3341762\/how-hair-raising-prices-memory-chips-could-take-chinas-top-makers-new-heights?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">artificial intelligence infrastructure such as memory chips<\/a>.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Speaking outside the restaurant, Huang said that TSMC must increase output this year as Nvidia \u201cneeds a lot of wafers\u201d.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cTSMC is doing an incredible job and they\u2019re working very, very hard,\u201d he said. \u201cWe have a lot of demand this year.\u201d<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Nvidia, based in Santa Clara, California, relies on a host of Taiwanese firms to manufacture and scale its cutting-edge computing solutions, including TSMC for advanced packaging and wafers and Foxconn for servers. Last month, TSMC said capital spending could jump up to 37 per cent this year to US$56 billion and increase \u201csignificantly\u201d in 2028 and 2029 due to AI demand.<\/p>\n<p><img decoding=\"async\" alt=\"Visitors watch a wafer shown on screens at the TSMC Renovation Museum in Hsinchu. TSMC must increase output this year as Nvidia \u201cneeds a lot of wafers\u201d, according to Jensen Huang. Photo: AFP\" data-qa=\"BaseImage-handleRenderImage-StyledImage\" class=\"e1gf69pb2 css-6ikqhs e445x7d0\" loading=\"lazy\" src=\"https:\/\/www.europesays.com\/ie\/wp-content\/uploads\/2026\/02\/b589c9de-f685-4614-aa26-b7098d30ac98_beba6ded.jpg\" title=\"Visitors watch a wafer shown on screens at the TSMC Renovation Museum in Hsinchu. TSMC must increase output this year as Nvidia \u201cneeds a lot of wafers\u201d, according to Jensen Huang. Photo: AFP\"\/>Visitors watch a wafer shown on screens at the TSMC Renovation Museum in Hsinchu. TSMC must increase output this year as Nvidia \u201cneeds a lot of wafers\u201d, according to Jensen Huang. Photo: AFPTSMC would be one of the biggest <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/news\/china\/science\/article\/3341756\/frost-20-seconds-can-supercooling-tech-give-china-edge-ai-race?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">beneficiaries of the AI boom<\/a>, regardless of whether graphics processing units from the likes of Nvidia and AMD, or custom AI processors such as Google\u2019s tensor processing units saw greater demand in the future, Morgan Stanley said in a research note on Thursday.<\/p>\n","protected":false},"excerpt":{"rendered":"Taiwan Semiconductor Manufacturing Company (TSMC) needs to \u201cwork very hard\u201d to meet growing demand from leading US chip&hellip;\n","protected":false},"author":2,"featured_media":315554,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,7101,289,290,1374,381,8736,18,60075,823,19,17,3573,80702,3906,292,307,83700,380,82,18707],"class_list":{"0":"post-315553","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-amd","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-california","13":"tag-china","14":"tag-deepseek","15":"tag-eire","16":"tag-foxconn","17":"tag-google","18":"tag-ie","19":"tag-ireland","20":"tag-jensen-huang","21":"tag-memory-chips","22":"tag-morgan-stanley","23":"tag-nvidia","24":"tag-openai","25":"tag-santa-clara","26":"tag-taiwan","27":"tag-technology","28":"tag-tsmc"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115997697990161933","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/315553","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=315553"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/315553\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/315554"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=315553"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=315553"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=315553"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}