On Thursday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said during a visit to Taiwan that surging AI demand is rapidly increasing the need for advanced memory.
Huang said the future of artificial intelligence will be shaped as much by memory as by computing power, reported UDN, one of the leading media platforms in Taiwan.
He noted that modern AI models need to think, respond and reason at extremely high speeds, driving a sharp rise in memory capacity requirements across the industry.
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The Nvidia CEO also highlighted that the company collaborates with every major high-bandwidth memory supplier, including SK Hynix, Samsung Electronics (OTC:SSNLF) and Micron Technology Inc (NASDAQ:MU).
He said Nvidia relies heavily on these partners to meet soaring demand this year.
Huang rejected concerns that the U.S. has shifted about 40% of Taiwan’s semiconductor manufacturing capacity stateside.
Instead, he said global chip production should be viewed as expanding, with new capacity being added in the U.S., Europe and Japan while Taiwan remains a key manufacturing hub.
Huang praised Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) as the world’s best foundry partner, citing its technology leadership, execution and flexibility.
He said TSMC will need to significantly scale capacity over the next decade, with most production staying in Taiwan alongside overseas expansion.
Huang dismissed rumors circulating in mainland China that Nvidia’s H200 AI chips have received regulatory approval, saying no orders have been placed and final clearance is still pending.
If approval comes, he said, Nvidia is prepared to move quickly with partners to deliver products.
Previously, it was reported that the clearance was granted during Huang’s visit to China, where he’s kicking off the company’s annual events ahead of the Lunar New Year in mid-February.
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Nvidia’s H200 AI chip has become a flashpoint in U.S.-China tech tensions. While Washington has approved shipments, Beijing has yet to fully clear imports.
