By Ananya Gairola
Publication Date: 2026-01-30 02:24:00
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.
AI’s Next Bottleneck Is Memory, Not Just Compute
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.
Nvidia Works With All Major HBM Suppliers
He said Nvidia relies heavily on these partners to meet soaring demand this year.
Taiwan Capacity Not Transferred To The US: Huang
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.
TSMC Remains Nvidia’s Irreplaceable Foundry Partner
He said TSMC will need to significantly scale capacity over the next decade, with most production staying in Taiwan alongside overseas expansion.
H200 China Approval Reports Are False
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…
