By Douglas A. McIntyre
Publication Date: 2026-03-27 13:56:00
-
Nvidia Chips Made In Taiwan
-
Taiwan Energy Hit Hard By Iran Oil Issue
-
Nvidia Could Run Low During Period Of High Demand
-
Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expected.
Over 90% of Nvidia’s chips are made at TSMC in Taiwan. This includes Blackwell. Much of Taiwan’s energy is powered by natural gas (about 90%). According to the Atlantic Council, “Taiwan relied on imports to meet 95 percent of its energy needs in 2025, including over 99 percent of its demand for oil and natural gas.”
From a profit standpoint, Nvidia (NASDAQ: NVDA) has a 70% gross margin, so the problem isn’t massive early on. However, if this persists, Nvidia begins to run low on supply, and then the AI industry has problems. So does Nvidia’s share price.
Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expected.
Nvidia CEO Jensen Huang said the demand for Blackwell is extraordinary. According to Reuters, “Nvidia builds the GPU (graphics processing units), but we also build the CPU (central processing units), the networking, the switches, and so there are a lot of chips associated with Blackwell.” At the same time, he reminded people of the importance of his relationship with TSMC. Huang said Nvidia’s success actually depended on the Taiwan-based company.
For…