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Heads of chip giants Nvidia, TSMC meet in Taiwan as tight chip supply threatens to hinder AI boom

  • Nvidia founder Jensen Huang met with TSMC founder Morris Chang and CEO C.C. Wei over dinner in Taipei to discuss chip supply
  • Taiwan-born Huang, who arrived in Taipei after his first trip to mainland China in four years, acknowledged the island’s computer industry

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Jensen Huang, co-founder and CEO of Nvidia, arrived at an event in Taipei on Thursday, surrounded by media. Photo: Bloomberg
Nvidia chief executive officer Jensen Huang met with his counterpart at Taiwan Semiconductor Manufacturing Company (TSMC) this week to discuss artificial-intelligence chip supply constraints, a major challenge to the AI boom that got going in 2023.
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The heads of the world’s two most valuable chip firms met in Taipei over dinner to discuss the Taiwanese firm’s role as producer of the Nvidia chips that now power the majority of generative AI training systems worldwide, Huang told reporters in Taipei.

TSMC founder and prominent industry figure Morris Chang also joined Huang’s dinner with CEO C.C. Wei on Wednesday.
Huang arrived in Taipei days after embarking on his first visit to mainland China in four years, at a time the US bars the shipment of Nvidia’s highest-end chips to a geopolitical rival.

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While Nvidia has said little about that low-profile tour, Huang talked openly Thursday about Taiwan and TSMC’s pivotal role in Nvidia’s business as well as the broader semiconductor sector.

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“The single greatest challenge in AI, of course, is scaling the capacity of AI,” Huang said before heading into his company’s local annual new year celebrations. “And so we’re working very hard, TSMC, all of our supply chain partners here, are working very hard to keep up with the demand.”

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