Nvidia CEO Jensen Huang is continuing his tour of Taiwan, and in his latest musings with the press had warned that Taiwan Semiconductor Manufacturing Company (TSMC) has its work cut out to keep up with demand. SCMP reports that Huang said Nvidia's demand for wafers alone could force TSMC to "more than double its capacity in the next decade."
According to the report, Huang made the statement following a Saturday evening banquet of vital supply chain partner executives, including TSMC Chairman and CEO C C Wei, and Foxconn Chairman Young Liu. SCMP says Huang told reporters outside the restaurant that TSMC must "work very hard" to meet its insatiable demand, stating Nvidia "needs a lot of wafers," and that TSMC needs to boost its output this year.
"TSMC is doing an incredible job, and they’re working very, very hard," he reportedly said, adding, "We have a lot of demand this year." Huang's comments won't come as a surprise to the Taiwanese silicon giant. Despite recently admitting the company was "very nervous" about an AI bubble, the company said that it remains assured of demand. Naturally, that means the pain point for AI going forward is likely to be supply. In November, Wei remarked that TSMC's capacity was "Not enough, not enough, still not enough," stating that its advanced-node capacity falls "about three times short" of AI demand.
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