Jensen Huang: "Surging Demand for Blackwell Chips... Additional Wafer Orders Placed with TSMC"

"Received Chip Samples from SK Hynix and Samsung Electronics"

Jensen Huang, CEO of NVIDIA, announced that the company has placed additional wafer orders with Taiwan's TSMC as demand for its cutting-edge 'Blackwell' chips is surging.

Jensen Huang, CEO of NVIDIA, is delivering a speech at the final special session of the APEC CEO Summit held at Gyeongju Arts Center in Gyeongju, Gyeongsangbuk-do on October 31, 2025. Photo by Kang Jinhyung

According to Bloomberg and other sources, on the 8th (local time), CEO Huang attended TSMC's annual sports event in Hsinchu, Taiwan, where he told reporters, "We are experiencing extremely strong demand (for graphics processing units, or GPUs, equipped with Blackwell)," adding, "NVIDIA produces GPUs, but we also manufacture central processing units (CPUs), networking equipment, and switches, so there are a great number of chips related to Blackwell."

He also stated, "The demand for wafers we purchase from TSMC is also increasing," and praised TSMC, saying, "TSMC is doing an excellent job supporting our wafer needs." TSMC Chairman C.C. Wei also said, "CEO Huang has requested additional wafers," but declined to disclose specific quantities, citing confidentiality.

CEO Huang further revealed that NVIDIA has received samples of state-of-the-art chips from SK Hynix, Samsung Electronics, and Micron Technology. Regarding the memory supply shortage, he said, "During periods of business growth, there may be shortages of 'other things,'" but emphasized, "All three memory (semiconductor) manufacturers have expanded their production capacity to support us." However, when asked about the outlook for memory price increases, he replied, "How they operate their business is up to them."

NVIDIA's sales to China are also expected to continue. Earlier this year, NVIDIA stopped selling products to China due to trade tensions between the United States and China. Recently, it was reported that the U.S. government has not permitted the export of Blackwell products intended for China. CEO Huang told reporters in Taiwan the previous day, "We are currently not engaged in export-related discussions with the Chinese side."