Speaking at an event in Hsinchu, Taiwan, hosted by TSMC, Huang highlighted that Blackwell encompasses not just GPUs but also CPUs, networking components, and switches, driving significant wafer requirements.
“Nvidia builds the GPU, but we also build the CPU, the networking, the switches, and so there are a lot of chips associated with Blackwell,” Huang said.
TSMC CEO C.C. Wei confirmed that Huang had requested wafers but declined to disclose the volume. Huang praised TSMC’s support, saying the company’s success would not be possible without its longstanding manufacturing partner.
The comments come shortly after Nvidia became the first publicly traded company to reach a $5 trillion market value, prompting Wei to refer to Huang as a “five-trillion-dollar man.”
Memory Supply and AI Boom
Huang acknowledged potential memory shortages as Nvidia scales production but expressed confidence in the capabilities of SK Hynix, Samsung, and Micron, all of which are expanding production to support Nvidia’s growing needs. He confirmed that Nvidia has already received advanced memory samples from all three suppliers.
While memory prices remain at the discretion of manufacturers, South Korea’s SK Hynix recently announced that it had sold out all chip production for 2026 and planned substantial investment to capitalize on an ongoing AI-driven chip supercycle. Samsung is also negotiating to supply next-generation HBM4 high-bandwidth memory to Nvidia.
No Sales to China
On geopolitical constraints, Huang confirmed there are no ongoing discussions to sell Blackwell chips to China. U.S. export restrictions have blocked such sales due to concerns that the technology could bolster China’s military and AI capabilities.
Huang’s remarks underscore Nvidia’s dominant position in the AI and semiconductor markets, with strong demand for Blackwell chips highlighting the continued surge in AI-driven computing and memory requirements worldwide.