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jen-hsun huang

phoenix.com technology news, september 12, beijing time, nvidia ceo jensen huang said at the goldman sachs technology conference on wednesday that tsmc is far ahead in chip foundry, but if necessary, nvidia can transfer orders to other suppliers.

huang renxun said that nvidia relies heavily on tsmc to produce its most important chips because tsmc is far ahead in chip manufacturing. however, nvidia develops most of its own technology and should be able to transfer orders to other suppliers. however, he also pointed out that doing so may lead to a decline in chip quality.

“tsmc’s flexibility and ability to respond to our needs is incredible,” huang said. “so we let them make the chips because they are so good, but if necessary, we can certainly find other suppliers.”

he also talked about the shortage of chip supply frustrating customers and causing tensions with customers. "the demand for chips is so great that everyone wants to be the first to get the chips, and everyone wants to get the most chips," he said. "there may be more customers who are emotional now. this is natural. customer relations are tense. we are doing our best to meet demand."

regarding the highly anticipated blackwell architecture chip, huang renxun said that the demand for blackwell chips is strong and suppliers' production is catching up.

as of wednesday's close, nvidia's stock price surged 8.15% to $116.91, its biggest one-day gain in six weeks. after a 239% surge in 2023, nvidia's stock price has more than doubled this year. (author/xiao yu)

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