黄仁勋亲赴台积电“要产能”，称“没有台积电、就没有英伟达”

Core Insights - Nvidia is actively seeking to secure more chip supply from TSMC due to strong demand driven by the AI boom, highlighting TSMC's critical role in the AI supply chain [1][2] - Nvidia's CEO Jensen Huang expressed confidence in the company's growth, stating that their business is becoming stronger month by month, and emphasized the importance of TSMC in Nvidia's success [1][3] - TSMC's advanced manufacturing capabilities are in high demand globally, with Nvidia aiming to become a major customer for TSMC's 3nm process, potentially accounting for about 30% of TSMC's total output [2] Supply Chain Dynamics - The visit to Taiwan by Huang was primarily to secure more wafers for Nvidia's Blackwell series chips, as capacity constraints are a significant challenge in meeting the high market demand for Nvidia's products [1] - Huang's statement "Without TSMC, there is no Nvidia" underscores the deep strategic dependence Nvidia has on TSMC for both semiconductor manufacturing and advanced packaging services [3] - Nvidia's relationship with TSMC is deepening, with Huang's fourth visit to Taiwan this year indicating a strong commitment to maintaining this partnership amid increasing competition in the AI accelerator market [3]