$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)Amid strong and sustained AI-driven demand, Nvidia is actively seeking more chip capacity. CEO Jensen Huang personally visited TSMC to secure extra supply, stressing, “Without TSMC, there is no Nvidia”—underlining TSMC’s key role in the global AI supply chain. The booming demand for Nvidia’s Blackwell chips has made production capacity the main bottleneck, with TSMC acknowledging capacity constraints. Competitors like Qualcomm are also vying for TSMC’s advanced manufacturing slots, intensifying the importance of Nvidia’s partnership with TSMC. Nvidia’s growth is tightly linked to TSMC’s capacity, making supply chain stability a core strategy for Nvidia’s AI market lead.
Could Huang’s TSMC visit lift TSMC and Nvidia stocks?
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