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.
