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TSMBullishIndustry Newsnews
High materiality7/10

TSMC’s Critical role in Nvidia’s AI chip supply chain underscored

Oct 15, 2026, 2:32 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Shows Nvidia's strategic dependency on TSMC, reinforcing TSMC's role as a critical AI-chip supplier; positive for TSMC's perceived pricing power and long-term revenue visibility, though no near-term earnings data are presented.

AI summary

What happened, with direct paths to the underlying reporting

The piece recounts Jensen Huang’s persistence in contacting Morris Chang, setting the stage for a 30-year Nvidia-TSMC partnership. It underscores TSMC's central role as Nvidia's foundry for advanced AI chips and Chang's emphasis on governance and long-term collaboration. The key takeaway: Nvidia's AI ambitions hinge on TSMC's manufacturing leadership and capacity discipline.

  • Huang initially failed to reach TSMC; Morris Chang eventually returned the call.
  • Huang traced Nvidia-TSMC 30-year partnership to a letter to Chang.
  • In the late 1990s, Nvidia sought foundry capacity; Huang left a Yellow Pages number.
  • Chang stressed integrity and long-term partnerships, saying they would jump through hoops for Nvidia.
  • Today, TSMC manufactures Nvidia's advanced AI chips.

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