Nvidia Chief Executive Officer Jensen Huang said on the 8th that he received cutting-edge memory samples from Samsung Electronics and SK hynix.
CEO Jensen Huang said at an event hosted by Taiwan Semiconductor Manufacturing Company (TSMC) on the 8th, "All three—SK hynix, Samsung Electronics, and Micron—are excellent memory manufacturers, and they have expanded massive production capacity to support Nvidia." He added, "We received cutting-edge memory samples from the three companies."
Regarding concerns that memory supply could be tight, CEO Jensen Huang said, "The business is growing very strongly, and shortages could appear in various institutional sectors." He also said memory prices could rise depending on how the business is run.
At the event, CEO Jensen Huang said demand for Blackwell, Nvidia's latest artificial intelligence (AI) chip, "is very strong," and that "wafer demand from TSMC is also increasing significantly." He said Nvidia produces chips related to Blackwell not only for graphics processing units (GPUs) but also for central processing units (CPUs), networking, and switches (high-speed network equipment).
Meanwhile, TSMC CEO C.C. Wei said, "CEO Jensen Huang requested wafers, but the specific quantity is confidential." CEO Jensen Huang said, "TSMC is providing excellent support in wafer supply," adding, "Nvidia's success would not have been possible without TSMC." CEO Jensen Huang made his fourth official visit to Taiwan this year.
At the event, CEO Wei also called CEO Jensen Huang "the $5 trillion man." Nvidia last month became the first corporation to surpass a $5 trillion market capitalization.
In response, SK hynix said, "All production volume for next year has been sold, and we plan to significantly expand investment in anticipation of a semiconductor supercycle." Samsung Electronics is reportedly in talks to supply next-generation High Bandwidth Memory (HBM4) to Nvidia.