Sou Hu Cai Jing·2025-11-28 12:14Core Insights - Nvidia CEO Jensen Huang expressed confidence in TSMC's resilience and emphasized that the company is built on a robust corporate culture and extensive technical systems, rather than relying on any single individual [1][3] Group 1: TSMC's Strengths - Huang stated that TSMC's technology is highly complex, encompassing not only chip design but also transistor and process technology, as well as operational management and business planning [3] - He reassured that TSMC has a solid foundation in both technology and operations, and he is confident in their continued growth [3] - Huang highlighted that TSMC should not be simplified to a single person or event, as its success is a result of multifaceted technological capabilities [3] Group 2: Information Security - Huang noted that TSMC has been effective in protecting sensitive information, stating that Nvidia has never had concerns regarding information security [3] Group 3: Nvidia's Complexity - Huang described Nvidia's technology as highly complex, involving chips, systems, and software across various types of chips, not just GPUs [3] - He mentioned that it took Nvidia 33 years to reach its current level of technological integration and understanding [3] Group 4: Talent Dynamics - Huang acknowledged that while Nvidia experiences talent turnover, most employees tend to stay long-term due to the difficulty of replicating the company's technology [4] - He indicated plans to return to Taiwan in January for Nvidia's year-end party, where he humorously noted that he personally funds the employee bonuses [4]