On November 7, 2025, Jensen Huang, the CEO of NVIDIA, embarked on his fourth trip to Taiwan, China this year. He landed in Tainan via a private jet with the primary aim of touring TSMC's Fab 18 facility. This cutting-edge plant is home to TSMC's state-of-the-art 3nm manufacturing process line. During his visit, Huang underscored the strength and resilience of NVIDIA's business operations. He further clarified that his presence was meant to offer encouragement and express heartfelt gratitude to the dedicated TSMC team for their relentless efforts.

When questioned about the possibility of an AI bubble, akin to the dot-com bubble of the early 2000s, Huang firmly refuted such comparisons. He stressed that the current surge in AI demand is of an entirely different magnitude and nature. According to Huang, the AI sector's growth trajectory is underpinned by solid technological advancements and real-world applications, setting it apart from the speculative frenzy that characterized the dot-com era. Therefore, he argued, it is an oversimplification and inaccurate to draw parallels between the two phenomena.