黄仁勋：台积电要加油了

Core Viewpoint - NVIDIA's CEO Jensen Huang emphasizes the need for TSMC to significantly increase its production capacity to meet NVIDIA's growing demand for chips, predicting a potential doubling of TSMC's capacity over the next decade [2][3]. Group 1: TSMC's Production Capacity - Huang states that TSMC must work hard this year as NVIDIA requires a substantial amount of wafers and CoWoS, indicating that TSMC is performing well [3]. - He anticipates that TSMC's capacity could grow by over 100% in the next ten years, marking a significant scale expansion, primarily driven by NVIDIA's needs [3][4]. Group 2: NVIDIA's Chip Production - NVIDIA has fully launched the Blackwell and Vera Rubin chips, with Vera Rubin comprising six different advanced chips [3]. - Huang asserts that the demand for NVIDIA's products is high, necessitating a large production capacity [3]. Group 3: ASIC vs. GPU - Huang expresses confidence that the shipment volume of ASICs will not surpass that of NVIDIA's GPUs, highlighting the company's strong position in the market [3][4]. - He mentions that NVIDIA is building a comprehensive AI infrastructure, collaborating with various AI companies, including Google and OpenAI [3]. Group 4: R&D Investment - NVIDIA allocates an annual R&D budget of $20 billion, with potential annual increases of 50%, showcasing the company's commitment to innovation [4]. - Huang believes that most teams in the industry may not be able to produce products that match the excellence of NVIDIA's GPUs [4].