Nvidia’s Jensen Huang says TSMC must "work very hard" as AI demand gobbles memory

Nvidia CEO Jensen Huang told reporters in Taipei this weekend that "TSMC needs to work very hard this year because I need a lot of wafers," speaking outside a so-called "trillion-dollar dinner" for top tech manufacturers, Reuters reported.

Huang said the chipmaker will scale up substantially, adding that "Over the next 10 years, TSMC will likely increase their capacity by much more than 100%, and so this is a very substantial scale-up in the next decade."

He also addressed ongoing memory shortages linked to AI server demand, saying: "We need a lot of memory this year… I think that the entire supply chain is challenging this year because demand is so much more." PC Gamer noted AI GPUs have been driving DRAM demand.

Reports cited in the coverage say several Chinese AI firms have received conditional approval to buy Nvidia's H200 AI GPUs, including startup DeepSeek, which PC Gamer suggested could ease a longstanding sales thorn for Nvidia if true — and Huang's demand shows little sign of slowing in 2026.

For consumers hoping for cheaper GPUs or RAM, PC Gamer warns 2026 may not look rosy: TSMC's expansion could eventually increase capacity, but Nvidia's AI-driven hardware demand means consumer components may not be a priority while orders remain strong.

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