At a sporting-event hosted by TSMC in Taiwan, Jensen Huang — the CEO of NVIDIA, publicly declared that “without TSMC, there would be no NVIDIA today.” He used the occasion to highlight how integral TSMC’s foundry business has been to NVIDIA’s success, naming not only the company but its broader workforce and technological capabilities as key supporting players.
(photo: The Information)
Huang’s remarks also reflect the broader strategic importance of foundry leadership in the tech ecosystem. TSMC is described in the article as having no real peer at its current level, other players like Samsung Foundry or Intel may have fabs and capabilities, but not yet the same proven track record for high-volume advanced nodes in the same timeframe. For NVIDIA, the message is that future growth hinges not only on its own architecture and software ecosystem, but also on its ability to secure sufficient manufacturing capacity at the right process nodes.
(photo: PCGamesN)
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