Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-11-09 09:47Core Insights - Huang Renxun, the founder of NVIDIA, visited Taiwan for the fourth time this year, emphasizing the importance of TSMC to NVIDIA's operations [1][3] - Huang stated that NVIDIA's latest Blackwell chips are facing strong demand, leading to increased need for TSMC's wafers, although no discussions on pricing took place during the visit [3] - Huang highlighted that the semiconductor industry is experiencing robust growth, which is causing various shortages, including storage chips [3] - NVIDIA's GPU architecture is positioned as more versatile than ASIC chips, applicable in AI, science, physics, and quantum fields, which is a core competitive advantage [3] Company Performance - NVIDIA's market capitalization is approximately $4.57 trillion, with a decline of over 7% this week [4] - Notably, Michael Burry has bet over $1 billion against NVIDIA and other tech companies, holding significant put options on NVIDIA [6][8] - Following Burry's short position disclosure, NVIDIA's stock price dropped by 3.96%, contributing to a total decline of 9% over four trading days, resulting in a market value loss of $455.1 billion [9]