Nvidia CEO Jensen Huang arrived in Taiwan on Thursday, paying his first visit to TSMC founder Morris Chang and Chairman C.C. Wei, media report. He stopped to talk to media, saying:
1. Beijing has not authorized H200 orders yet2. AI demand remains unimaginably strong3. TSMC remains Nvidia’s irreplaceable chip manufacturing partner4. Nvidia has already booked needed capacity with TSMC, Memory chip suppliers, EMS server assembly firms5. TSMC’s capacity expansion in the US is good because its energy needs exceed Taiwan’s supply. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #Semiconductors #TaiwanSource: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments