Nvidia CEO Calls for Urgent Expansion of TSMC Production Capacity
02.02.2026 - 14:15:04 | boerse-global.de
Despite a series of highly positive business developments, shares of Taiwan Semiconductor Manufacturing Company (TSMC) faced downward pressure on Monday. The sell-off occurred amid a broader market retreat from technology stocks, even as two of the chipmaker’s most significant clients outlined a demand outlook that vastly exceeds current manufacturing capabilities.
In unusually direct comments made during a visit to Taiwan on Sunday, Nvidia CEO Jensen Huang issued a clear warning about supply constraints. Huang stated that TSMC needs to double its production capacity to meet the exploding demand for artificial intelligence infrastructure. He further highlighted persistent shortages in memory chips and reaffirmed Nvidia’s ongoing investment commitment to Read more...
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