财联社·2025-11-08 23:42Core Viewpoint - The close relationship between NVIDIA and TSMC is highlighted through CEO Jensen Huang's frequent visits, indicating strong collaboration in chip production and development [1][6]. Group 1: Company Visits and Relationships - Jensen Huang visited TSMC for the third time in three months, emphasizing the strong ties between the two companies [1]. - Huang attended TSMC's annual sports meeting, a rare event for external executives, where he expressed gratitude towards TSMC employees for their role in building NVIDIA [3][5]. Group 2: Chip Demand and Production - Huang noted that NVIDIA's latest Blackwell chips are experiencing "very strong demand," leading to increased wafer requirements from TSMC [6]. - Huang mentioned that NVIDIA manufactures GPUs, CPUs, and networking devices, which are all related to the Blackwell chips [6]. Group 3: Market Dynamics and Supply Chain - TSMC's CEO, C.C. Wei, indicated that Huang is seeking more chips, but specific quantities remain confidential [8]. - Huang acknowledged the ongoing strong growth in the industry, which is causing various shortages, including memory chips [8]. - Huang stated that NVIDIA has received advanced chip samples from leading memory manufacturers SK Hynix, Samsung, and Micron, who are expanding production to support NVIDIA [8]. Group 4: Competitive Landscape - Huang emphasized that NVIDIA's business model is distinct from companies like Google and Amazon, asserting that the versatility of NVIDIA's GPU architecture surpasses that of ASIC chips [9]. - The GPU architecture is applicable not only in AI computations but also in scientific, physical, and quantum fields, which is a core competitive advantage for NVIDIA [9].