Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand — Nvidia CEO says its demand alone may force doubling its capacity over the next decade

Nvidia CEO Jensen Huang has expressed concerns about Taiwan Semiconductor Manufacturing Company (TSMC) meeting the growing demand for AI chips, stating that Nvidia's demand alone could require TSMC to double its capacity over the next decade. Despite TSMC acknowledging the shortage in advanced-node capacity compared to AI demand, the company remains confident in meeting the needs. TSMC has plans for significant expansion, including spending $42 billion on expansion in 2025 and accelerating production in new sites like its Fab 21 phase 2 site in Arizona. Huang also discussed the importance of memory chips and clarified that Nvidia's $100 billion deal with OpenAI was an invitation to invest, not a commitment.