NVIDIA Receives Positive Outlook as Key Supplier TSMC Signals Continued Strong AI Chip Demand

TSMC CEO C.C. Wei issued comments regarding NVIDIA on February 11, 2026. Wei projects robust demand for NVIDIA’s AI-centric chips and data center GPUs.

Analysts view TSMC’s performance as an indicator of sustained demand for NVIDIA products. NVIDIA may surpass Apple to become TSMC’s largest client in 2026. This trend reflects an AI infrastructure build-out benefiting NVIDIA.