Nvidia's Huang Asks TSMC for More Supply as U.S. Blackwell Ban on China Stands

Overview

• Huang told reporters in Taiwan that he requested additional TSMC wafers as AI accelerator demand remains strong and said SK Hynix, Samsung Electronics and Micron have greatly expanded memory capacity to support Nvidia.
• TSMC chief C. C. Wei confirmed the request for more supply, noted capacity remains very tight, and projected the foundry will keep posting record annual sales.
• The Nvidia CEO reiterated that the company is not planning to ship Blackwell to China and that there are no discussions in progress about selling the chips there.
• U.S. export restrictions remain in place, with President Trump saying on CBS that top Blackwell models will not be allowed in China, while reports of reduced versions and revenue-sharing proposals have not been confirmed.
• Huang has warned that China could pull ahead in AI because of subsidized power and lighter regulation and has urged the United States to move faster to stay competitive.