New Delhi, India – November 10, 2025– Nvidia’s Blackwell chips are seeing a sharp rise in demand, underscoring how the accelerating AI boom is transforming the semiconductor landscape. During an event hosted by Taiwan Semiconductor Manufacturing Company (TSMC) on Saturday, Nvidia CEO Jensen Huang said that requests for the company’s latest generation of chips have reached record levels, reflecting the growing reliance on advanced computing for artificial intelligence development.
Huang explained that Blackwell is more than a standard graphics processor. “Nvidia builds GPUs, but we also build CPUs, networking systems, and switches. Many chips are associated with Blackwell,” he said. His remarks emphasized the platform’s technical sophistication and its wide ecosystem.
This visit marked Huang’s fourth trip to Taiwan this year, highlighting Nvidia’s close partnership with TSMC for wafer production. Although he did not provide specific figures, Huang confirmed Nvidia placed large wafer orders to meet growing demand. He praised the collaboration, stating, “TSMC is doing a very good job supporting us.” The CEO stressed that Nvidia owes much of its success to this long-standing partnership with the world’s top contract chipmaker.
TSMC CEO C.C. Wei confirmed Nvidia’s increasing orders but declined to provide details due to client confidentiality. Their collaboration comes as Nvidia celebrates a major milestone. In October, it became the first company to reach a $5 trillion market value. Wei called Huang the “five-trillion-dollar man,” highlighting Nvidia’s rise and influence in AI hardware.
Despite the optimism, Huang acknowledged that supply pressures persist. “Business is growing strongly, and there will be shortages of different things,” he said when asked about potential memory bottlenecks. He expressed confidence in Nvidia’s memory partners SK Hynix, Samsung, and Micron all of which are expanding production. “They are top memory makers and have increased capacity to support us,” Huang added.
Huang confirmed that Nvidia has received advanced memory samples from all three suppliers. These are essential for high performance in the Blackwell platform. When asked about possible memory price hikes, he declined to comment. “It’s for them to decide how to run their business,” he said.
The memory market is also tightening amid AI growth. SK Hynix reported that its chip output for next year is fully booked and plans larger investments, anticipating a prolonged “super cycle.” Samsung is in advanced talks to supply next-generation high-bandwidth memory (HBM4) chips to Nvidia. This shows strong industry alignment around AI-driven demand.
Huang clarified that Nvidia does not plan to sell Blackwell chips to China. U.S. export rules prevent the sale of advanced processors due to national security concerns. He emphasized that Nvidia is complying with U.S. trade and export regulations, stating, ‘There are no active discussions. This shows how geopolitical factors shape semiconductor distribution and AI growth.
The surge in Blackwell chip demand reflects a global race for next-generation AI infrastructure. These chips power high-performance data centers and autonomous systems, driving advances in generative AI, robotics, and machine learning. Analysts say Nvidia’s ability to secure wafer and memory supplies will determine if it can maintain leadership as rivals invest heavily.
Huang remains optimistic. “We’re in an era of extraordinary growth,” he said, pointing to Nvidia’s readiness to expand production and support future AI applications. The company is meeting market demand while shaping the next phase of computing.
As AI transforms cloud services, defense, and other sectors, Nvidia’s Blackwell chips have become central to progress. Strong partnerships, advanced technology, and surging demand position Nvidia to define the future of the AI revolution.
About the Author
