Xin Lang Cai Jing·2026-01-31 16:27Core Viewpoint - NVIDIA's CEO Jensen Huang's recent visit to Taiwan and discussions with local suppliers highlight the company's strong demand and production plans for its Blackwell and Rubin chips, emphasizing the critical role of TSMC in meeting these needs [1] Group 1: CEO Visit and Supplier Engagement - Jensen Huang visited Shanghai, Beijing, Shenzhen, and Taiwan, engaging with key suppliers during his trip [1] - A dinner was held with prominent figures from the supply chain, including leaders from Wistron, TSMC, Quanta, and others, indicating strong collaboration within the industry [1] Group 2: Production and Demand Insights - Huang stated that NVIDIA's demand is very strong this year, with a focus on ramping up production of Blackwell and Rubin chips [1] - TSMC is expected to significantly increase its capacity over the next decade, potentially doubling its output, which represents a substantial infrastructure investment [1]