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At the GTC press conference in Taipei, Nvidia's CEO, Jensen Huang, reaffirmed that the company will continue to consider TSMC as a cornerstone partner within its semiconductor supply chain. Huang underscored that currently, there are no suitable alternatives available. He highlighted the significance of TSMC's CoWoS technology in driving Nvidia's performance breakthroughs. Despite exploring partnerships with Samsung and Intel, progress in these discussions has been gradual. In contrast, collaboration with TSMC has intensified, with order volumes surpassing even those of Apple. Furthermore, Nvidia expressed its support for TSMC's expansion plans in the United States, aiming to mitigate geopolitical risks and ensure the stability of its supply chain.
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