Nvidia and TSMC Top Executives Hold Dinner Meeting: 'Banquet of the Century'
According to reports from Taiwanese media outlets, including United Daily News and Commercial Times, on May 27, key executives from both companies—including Nvidia CEO Jensen Huang and TSMC Chairman Waijerja—met at a restaurant in Taipei, Taiwan, on May 26 to discuss collaboration between the two companies.
CEO Huang described the dinner as "an occasion to thank TSMC for everything it has done for Nvidia." He stated that the production of the new product, Grace Blackwell, is proceeding very smoothly and that manufacturing has already begun for next-generation AI supercomputers such as Vera Rubin. He added, "The next half-year will be extremely busy," emphasizing that "the two companies are working closely together and will secure all the necessary production capacity and component supply."
Waizajja, Chairman of TSMC (left), and Jensen Huang, CEO of Nvidia. Photo by Reuters and Yonhap News Agency
View original imageAfter the meeting, Chairman Waijerja was asked by reporters whether TSMC could fulfill all of Nvidia's orders. He responded, "We have already worked very hard."
This meeting brought together the world's largest company by market capitalization (Nvidia) and the sixth largest (TSMC). The combined market capitalization of the two companies amounts to 1,100 trillion won. Commercial Times interpreted that this dinner was not just a simple meal, but a signal that the top management of both companies has entered a stage of cooperation in mass production for next-generation AI platforms, as well as in expanding advanced processes and packaging. United Daily News reported that the dinner was called the "banquet of the century."
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An official from Taiwan's semiconductor industry commented, "It is as if the core decision-making teams for AI from both companies have fully assembled," and explained, "This means that the speed of mass production for subsequent AI platforms, supply chain collaboration, and production capacity management have all entered a highly integrated operational phase."
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