NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders

NVIDIA reports very strong demand for Blackwell chips, flagging supply constraints in AI hardware.

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  7. NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders
bullish
1 day ago

NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders

NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders
NVIDIA CEO Jensen Huang told reporters in Hsinchu that the company is seeing “very strong demand” for its forthcoming Blackwell architecture chips, while partner Taiwan Semiconductor Manufacturing Company confirmed Huang has placed wafer orders though the total volume remains confidential. 
The revelation underscores intensifying demand in AI and high-performance compute markets, and suggests TSMC’s advanced nodes will remain capacity-constrained. Investors may interpret the news as further validation of the current AI investment cycle but also a sign of supply-side pressure ahead. 
Related:
TSMC Q3 Revenue Up 30% on Accelerated AI Chip Demand
Reuters• By Sneha Pathak
Explore:Mutual Fund Screening
bullish
1 day ago

NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders

NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders
NVIDIA CEO Jensen Huang told reporters in Hsinchu that the company is seeing “very strong demand” for its forthcoming Blackwell architecture chips, while partner Taiwan Semiconductor Manufacturing Company confirmed Huang has placed wafer orders though the total volume remains confidential. 
The revelation underscores intensifying demand in AI and high-performance compute markets, and suggests TSMC’s advanced nodes will remain capacity-constrained. Investors may interpret the news as further validation of the current AI investment cycle but also a sign of supply-side pressure ahead. 
Related:
TSMC Q3 Revenue Up 30% on Accelerated AI Chip Demand
Reuters• By Sneha Pathak
Explore:Mutual Fund Screening
bullish

NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders

1 day ago
1 min read
80 words
NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders

NVIDIA reports very strong demand for Blackwell chips, flagging supply constraints in AI hardware.

NVIDIA CEO Jensen Huang told reporters in Hsinchu that the company is seeing “very strong demand” for its forthcoming Blackwell architecture chips, while partner Taiwan Semiconductor Manufacturing Company confirmed Huang has placed wafer orders though the total volume remains confidential. 
The revelation underscores intensifying demand in AI and high-performance compute markets, and suggests TSMC’s advanced nodes will remain capacity-constrained. Investors may interpret the news as further validation of the current AI investment cycle but also a sign of supply-side pressure ahead. 
NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders
NVIDIA CEO Jensen Huang told reporters in Hsinchu that the company is seeing “very strong demand” for its forthcoming Blackwell architecture chips, while partner Taiwan Semiconductor Manufacturing Company confirmed Huang has placed wafer orders though the total volume remains confidential. 
The revelation underscores intensifying demand in AI and high-performance compute markets, and suggests TSMC’s advanced nodes will remain capacity-constrained. Investors may interpret the news as further validation of the current AI investment cycle but also a sign of supply-side pressure ahead. 
Companies:
NVIDIA Corporation
Taiwan Semiconductor Manufacturing Company
Tags:
tech
ai
tech
ai
semiconductors
NVIDIA
TSMC
Related:
TSMC Q3 Revenue Up 30% on Accelerated AI Chip Demand
Source: Reuters
By Sneha PathakExplore:Mutual Fund Screening
Nov 8, 2025 • 13:49 IST

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