By Ananya Gairola
Publication Date: 2026-01-31 19:01:00
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.
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…
