Nvidia and TSMC's top management reportedly held a private dinner meeting in Taiwan and discussed cooperation plans for producing next-generation AI Semiconductor chips.
On the 27th, according to Taiwan's United Daily News and Commercial Times, Nvidia Chief Executive Officer (CEO) Jensen Huang and TSMC Chairman C.C. Wei, along with key executives from both corporations, met the previous evening at a restaurant in Taipei, Taiwan.
Market attention also focused on the meeting. Nvidia and TSMC are currently the world's No. 1 and No. 6 corporations by market capitalization, and the combined value of the two companies reaches about 11 quadrillion won.
At the meeting, CEO Huang emphasized that Nvidia's production of next-generation AI chips is proceeding smoothly. He said production of the new "Grace Blackwell" and the next-generation AI supercomputer "Vera Rubin" has already begun, and he expressed thanks to TSMC.
He also said, "The next six months will be a very busy period," adding, "The two companies will work closely together to secure the necessary production capacity and parts supply."
After the meeting, Chairman Wei met with reporters and, when asked whether TSMC can handle all of Nvidia's orders, said, "We are already working very hard."
Industry circles in Taiwan view the meeting not as a simple social gathering but as a session to coordinate the mass production of the next-generation AI platform and the expansion of advanced process and packaging capacity.
CEO Huang has recently been in Taiwan for a series of events and also unveiled large-scale investment plans. At an event of the local employee council that day, he described Taiwan as "the center of the AI revolution" and said he plans to expand investment in Taiwan to as much as $150 billion a year (about 225 trillion won).
CEO Huang said, "Only four to five years ago, we spent about $10 billion to $15 billion a year in Taiwan, but now we are spending $100 billion," adding, "Going forward, it will be around $150 billion." However, he did not disclose the specific timing of the investment.