Request for additional wafer supply to TSMC “AI business is solid… Strong growth every month”
Jensen Huang, CEO of NVIDIA (pictured), announced on the 8th that he received cutting-edge memory samples from Samsung Electronics, SK Hynix, and Micron Technology of the United States. The advanced memory samples he referred to are analyzed to be samples of the next-generation high-bandwidth memory (HBM), 'HBM4,' which each memory semiconductor manufacturer is developing and aiming to supply.
According to Reuters and Bloomberg News, CEO Huang stated on the 8th (local time) during a meeting with reporters at TSMC's annual sports event held in Hsinchu City, Taiwan, "SK Hynix, Samsung, and Micron are all incredibly outstanding memory manufacturers, and they have significantly expanded their production capabilities to support us (NVIDIA)."
Regarding concerns about memory supply shortages, CEO Huang mentioned, "The business is growing very strongly, and shortages may appear in various sectors." When asked about the possibility of memory price increases, he responded, "That depends on how they choose to run their business."
Additionally, CEO Huang revealed that he requested TSMC to increase chip supply as demand for artificial intelligence remains strong. He stated, "The business is very solid, growing and strengthening every month."
TSMC CEO C.C. Wei confirmed, "CEO Huang requested additional wafer supply," but added, "The specific quantity is confidential." A wafer is a thin, round silicon disc on which semiconductor chip circuits are etched. At the event, he told employees that TSMC would set a new sales record every year.
Lee Min-a
AI-translated with ChatGPT. Provided as is; original Korean text prevails.
ⓒ dongA.com. All rights reserved. Reproduction, redistribution, or use for AI training prohibited.