Huang praises tsmc: nvidia's 'rubin' architecture gets key support
taipei, Friday, 22 August 2025.
Nvidia CEO Jensen Huang made a surprise visit to TSMC in Taiwan. He thanked them for their critical support of Nvidia’s next-generation ‘Rubin’ chip architecture. Huang stated that six new Nvidia chips are currently in production at TSMC. These include CPU, GPU, and advanced networking components. Huang also lauded TSMC as ‘one of the greatest companies in human history’ and a ‘very good investment’, highlighting the deep partnership between the two tech giants. He briefly addressed concerns about chip security and tariffs.
Reinforcing a vital partnership
Jensen Huang’s visit, his third to Taiwan this year, underscores the strategic alliance between Nvidia and TSMC [1][2][4]. TSMC is crucial for manufacturing Nvidia’s advanced chips, including those for the upcoming Rubin platform, expected in 2026 [1][2]. This platform will use TSMC’s 3 nm process and incorporate HBM4 high-bandwidth memory technology [4]. Huang’s direct engagement highlights the importance of this collaboration for Nvidia’s future AI endeavors [1]. He emphasized that Nvidia wouldn’t have achieved its current success without TSMC [1].
Production and capacity
Nvidia currently has six new chips in production at TSMC [1][2][4]. These include CPUs, GPUs, NVLink switch chips, network chips, and silicon photonics processors [1][2]. This substantial production volume highlights TSMC’s critical role in supporting Nvidia’s expanding product line [1]. The collaboration ensures that TSMC’s advanced manufacturing processes meet the demanding requirements of Nvidia’s high-performance chips [4]. TSMC’s ability to handle this volume is a key factor in Nvidia’s ability to bring its AI innovations to market [1].
Market confidence and stock implications
Huang’s strong endorsement of TSMC as ‘one of the greatest companies in human history’ and a ‘very good investment’ could positively influence investor sentiment [1][2]. His comments may boost TSMC’s stock (TSM:NYSE) as they reflect confidence in the company’s long-term growth potential [1][2]. This endorsement comes at a time when TSMC’s role in the semiconductor industry is more critical than ever [1][2]. The partnership with Nvidia, a leader in AI, further solidifies TSMC’s position as a key player in the global technology landscape [1][2].
Geopolitical and tariff considerations
During his visit, Huang addressed concerns about tariffs and the importance of the US AI technology stack [1]. He communicated to the US government the necessity of supporting the AI sector [1]. Huang also clarified that Nvidia’s H20 chips do not have backdoors, addressing security concerns raised by China [1][2]. These discussions highlight the complex geopolitical landscape in which Nvidia and TSMC operate [1][2]. Maintaining open communication with governments is crucial for navigating these challenges [1].