Physix FrontierPhysix Frontier · News Briefing Card (IT Home · Oct 15, 2026)
Jensen Huang on 30-Year TSMC Tie: Share Profit to Last
KEY FACTS
- Jensen Huang recently visited Taiwan, traveling with MIT researcher Friedman and filming a day-in-the-life video.
- Huang said what pleased him most last year was the surge in supply chain partners' stock prices, not Nvidia's own.
- He opposes squeezing suppliers and advocates leaving part of the profit to partners.
- He recalled reaching out to TSMC in 1996 and eventually receiving a call back from Morris Chang.
- Nvidia's Taiwan team numbers about 1,000 people; the company plans a new building to hold 4,000 and to hire 3,000 more.
KEY DATA
about 1,000Nvidia Taiwan team headcount
4,000 peoplePlanned new building capacity
3,000 peoplePlanned new hires
over thirty yearsYears of partnership with TSMC
PHYSIX OBSERVATION
Huang frames "leave profit to partners" as a thirty-year lesson in cooperation, but in substance it is Nvidia's soft moat binding TSMC and other supply chain players. For the industry, a compute giant voluntarily giving up margin stabilizes capacity and ecosystem better than price pressure; for users, it means the AI chip supply landscape is hard to break in the short term, and it also reminds domestic firms to seek architectural breakthroughs under restrictions.
Source: IT Home report