On January 31, 2026, Nvidia CEO Jensen Huang publicly urged Taiwan Semiconductor Manufacturing Co. (TSMC) to "work harder." Speaking at a high-profile banquet in Taipei, Huang cited surging demand for chips.
The comments underscore the immense demand for semiconductors essential for artificial intelligence applications. Nvidia, a dominant AI player, remains a key TSMC customer.
The statement solidifies investor confidence in TSMC's pivotal role within the global AI infrastructure supply chain. Analysts maintain a positive sentiment, with many holding a "Buy" rating for TSM. Key growth drivers include sustained demand from data centers and the deepening partnership with Nvidia.