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Jensen Huang praises suppliers and urges more production during Taiwan visit
Summary
Nvidia CEO Jensen Huang praised Taiwanese suppliers and urged higher production to meet strong AI demand, and was greeted by crowds during a visit that included a "trillion-dollar dinner" with major firms.
Content
Jensen Huang visited Taiwan, the island of his birth, and met with major suppliers during a trip that drew large crowds. He held a gathering described as a "trillion-dollar dinner" with executives from leading local firms. At an impromptu press moment in the rain, he praised partner companies and urged them to increase output to meet AI-related demand. He also flagged concerns about memory-chip supplies and noted strong demand across the supply chain.
What we know:
- The article reports Huang hosted a "trillion-dollar dinner" attended by major Taiwanese suppliers.
- Huang said Taiwan Semiconductor Manufacturing Co (TSMC) needs to work hard because Nvidia requires many wafers, and he praised TSMC's efforts.
- TSMC previously said capital spending could rise and may increase significantly in 2028 and 2029 given AI demand.
- Huang expressed concern about memory chip supply amid tight production conditions.
- The visit drew crowds and fans; local media have described him as "the people's dad," and he was photographed with executives including TSMC's CEO.
Summary:
The visit highlighted pressure on the semiconductor supply chain as Nvidia signals strong AI-driven demand and raises concerns about memory supplies. Undetermined at this time.
