Why Nvidia CEO Jensen Huang’s Meeting with Taiwan Semi Is a Big Deal for NVDA Stock

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But over the weekend, CEO Jensen Huang signaled something even more significant: the AI boom isn’t slowing down—it’s accelerating. During a high-profile visit to Taiwan, Huang met with top executives at Taiwan Semiconductor Manufacturing Company (TSM), Nvidia’s most critical manufacturing partner, to ask for one thing: more wafers.That request may sound technical at first glance, but it actually carries major implications. Wafers are the foundational building blocks of advanced chips, and Nvidia’s next-generation AI lineup will rely heavily on TSMC’s most advanced manufacturing processes. When Huang personally flies out to Taiwan to secure additional production capacity, it sends a clear message: Nvidia expects AI demand to remain exceptionally strong, and the company is racing to lock in supply before competitors can.I’m Preparing for a ‘Bang’ When the Nasdaq Crashes. Here’s How I’m Trading the QQQ ETF First.Michael Burry Accuses Meta Platforms of ‘Common Fraud’ and Inflated Earnings. Should You Still Buy META Stock Now?CoreWeave Has a ‘Tremendous Long-Term Opportunity’ But Is Stuck in Limbo Here. Should You Buy, Sell, or Hold CRWV Stock for 2026?Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!With that, let’s break down why this meeting matters and what it could mean for NVDA stock moving forward.Nvidia Corporation is a premier technology firm known for its expertise in graphics processing units and artificial intelligence solutions. The company is renowned for its pioneering contributions to gaming, data centers, and AI-driven applications. Nvidia’s technological solutions are developed around a platform strategy that combines hardware, systems, software, algorithms, and services to provide distinctive value. The chipmaker has a market cap of $4.69 trillion, making it the world’s most valuable company.Shares of the AI darling have rallied 37.5% on a year-to-date (YTD) basis. NVDA stock came under pressure last week as Big Tech names retreated amid valuation concerns. Still, the stock kicked off this week on an upbeat note, rising more than 5% on Monday amid optimism about a possible end to the U.S. government shutdown and positive sentiment following CEO Jensen Huang’s meeting with executives at Taiwan Semiconductor Manufacturing. On Tuesday, the stock faced renewed selling pressure after Japan’s SoftBank Group (SFTBY) disclosed it had sold its entire $5.83 billion stake in the chipmaker.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,734.11 -3.38 (-0.05%)Dow 3047,147.48 -309.74 (-0.65%)Nasdaq22,900.59 +30.23 (+0.13%)Russell 20002,388.23 +5.24 (+0.22%)VIX19.83 -0.17 (-0.85%)Gold4,084.40 -110.10 (-2.62%)PortfolioSign in to access your portfolioSign inTop gainersCDTX Cidara Therapeutics, Inc. 217.71 +111.72 (+105.41%)SRRK Scholar Rock Holding Corporation 37.41 +7.34 (+24.41%)AVDL Avadel Pharmaceuticals plc 23.56 +4.32 (+22.45%)LGN Legence Corp. 40.27 +6.95 (+20.86%)CSIQ Canadian Solar Inc. 33.58 +4.96 (+17.33%)Top losersDGNX Diginex Limited 10.53 -2.97 (-22.00%)STUB StubHub Holdings, Inc. 14.87 -3.95 (-20.99%)HTFL Heartflow, Inc. 27.98 -2.96 (-9.57%)EOSE Eos Energy Enterprises, Inc. 13.80 -1.40 (-9.24%)CLSK CleanSpark, Inc. 10.96 -1.02 (-8.51%)Most activeONDS Ondas Holdings Inc. 7.18 +0.62 (+9.45%)OPEN Opendoor Technologies Inc. 8.12 -0.44 (-5.14%)NVDA NVIDIA Corporation 190.17 +3.31 (+1.77%)TSLA Tesla, Inc. 404.35 +2.36 (+0.59%)PFE Pfizer Inc. 25.06 -0.73 (-2.83%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersBTC-USD Bitcoin USD 95,498.76 -3,792.03 (-3.82%)GOOG Alphabet Inc. 276.98 -2.14 (-0.77%)GOOGL Alphabet Inc. 276.41 -2.16 (-0.78%)QUBT Quantum Computing Inc. 10.60 +0.57 (+5.68%)ETH-USD Ethereum USD 3,168.25 -39.93 (-1.24%)Top economic events