"Mobilizing the Entire Supply Chain, but Demand Remains Explosive" Jensen Huang Reveals the Current Supply Situation

Global Supply Chain Status Assessed at Media Briefing

Full Mobilization of Supply Chain for HBM4, CoWoS, and More Confirmed

MediaTek Joins as a Key Pillar in SoC Supply Chain

Jensen Huang, CEO of NVIDIA, has announced the start of mass production for the next-generation artificial intelligence (AI) supercomputing platform, "Vera Rubin." However, he pointed out that the ongoing global semiconductor shortage continues to be a major variable.

During a Q&A session at the global media meeting held in Taipei, Taiwan on the 2nd, Huang was asked whether the company's production capacity could meet the explosive market demand. He responded, "We are mobilizing the entire global supply chain, but the supply remains constrained due to excess demand."

Jensen Huang, CEO of NVIDIA, is participating in a Q&A session during the Glover Media meeting held on the 2nd (local time) in Taipei, Taiwan. Photo by Jin-Young Kim

Huang began by stating, "We are receiving full support from the world's most advanced supply chain for every component of the Vera Rubin platform, including the Vera central processing unit (CPU), the next-generation high-bandwidth memory (HBM4), advanced packaging (CoWoS), wafer production, specialized connectors, and silicon photonics (optical networking)." He continued, "To achieve the incredible speed and scale at which we are currently growing, we require supply volumes beyond imagination. We are activating every supply chain resource on the planet for our needs."

However, Huang added, "While we have established a line for robust growth, we remain supply constrained due to the explosive demand. We have secured large-scale supplies to support the growth of the entire lineup, including the Vera Rubin CPU, graphics processing unit (GPU), ultra-high-speed storage, and networking switches. Nonetheless, the entire supply chain continues to operate under tight conditions."

"Vera Rubin" is NVIDIA's cutting-edge, next-generation AI supercomputing platform, succeeding the Blackwell architecture. The platform bundles together components such as the next-generation Rubin GPU, the agent-specific Vera CPU, and silicon photonics (networking switches that use light for data transmission) to serve as the core of data centers.

Huang emphasized, "We are working incredibly hard every day to synchronize supply plans with our partners without a single margin of error. MediaTek is also a core partner, and they have perfectly managed the key supply chain for this next-generation SoC."

Meanwhile, when asked about the recent performance bonus issue at Samsung Electronics, Huang avoided a direct answer but wittily responded, "I am the kind of person who believes people should be paid as much as possible. (If you want to know how true that is,) ask the employees at our company."

NVIDIA is known for offering a higher proportion of stock-based compensation, such as restricted stock units (RSUs), rather than cash bonuses. According to Fortune, NVIDIA employees received an average of about $150,000 (approximately 220 million won) worth of RSUs per person last year.

This content was produced with the assistance of AI translation services.