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Nvidia's Jensen Huang made a visit to Taiwan on Friday, where he showered praise on TSMC, calling it one of the greatest companies in history.
Nvidia CEO Jensen Huang praises TSMC as US weighs CHIPS Act equity stakes, while Nvidia faces China setback on H20 chip production.
CEO Jensen Huang praised Taiwan Semiconductor Manufacturing Co. (NYSE: TSMC) and suggested that investing in the company would be a wise move.
CEO Jensen Huang reached Taipei for a brief visit to meet with executives at Taiwan Semiconductor Manufacturing Company (NYSE:TSM), its key chip partner.
Nvidia CEO Jensen Huang visits Taiwan to discuss collaboration with TSMC. Their partnership includes six new chips, focusing on virtual reality tech. TSMC secured USD 4.7 billion in subsidies from global governments over 18 months.
TSMC is reportedly charging $30,000 per 2nm wafer, with Apple, NVIDIA, AMD, and others each wanting their bleeding-edge chips made on 2nm.
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders. Efforts by hyperscalers to lessen dependence on Nvidia have so far fallen short,