Benzingaยท2025-11-08 07:25Core Insights - Nvidia's CEO Jensen Huang emphasized the crucial role of Taiwan Semiconductor Manufacturing Co. (TSMC) in supporting the production of Nvidia's Blackwell AI chips, which are experiencing strong demand [1][2] - Huang acknowledged that the explosive growth of the AI industry is putting pressure on supply chains, but Nvidia's memory partners have ramped up capacity to meet demand [3][4] - Following U.S. President Trump's restrictions on sales of Blackwell chips to China, Nvidia plans to ship over 260,000 units to South Korea, with expected revenue from Blackwell chips estimated between $5 billion and $6 billion for the next quarter [5][6] Company and Industry Summary - TSMC is recognized for its effective support in wafer production, which is essential for Nvidia's Blackwell systems that include various chips [2] - The AI industry's rapid expansion is leading to component shortages, but Nvidia's memory suppliers, including SK Hynix, Samsung, and Micron, are increasing their production capacity [3][4] - The Blackwell AI chip is pivotal for Nvidia's growth, with analysts highlighting its potential to generate significant revenue in the upcoming quarter [6]