Multiple sources on May 28-29, 2026 confirm that Nvidia is deepening its partnership with TSMC.

Multiple sources on May 28-29, 2026 confirm that Nvidia is deepening its partnership with TSMC. Jensen Huang, Nvidia CEO, called Taiwan the 'epicenter of AI revolution' during a 'trillion-dollar feast' dinner with TSMC Chairman Wei Zhejia and other supply chain leaders (Source: TVBS, udn). Additionally, reports indicate Nvidia has a major AI expansion plan in Taiwan, further cementing TSMC's role as the primary manufacturer for Nvidia's AI accelerators (Source: Myanmar News, Shanghai News). This strategic alignment ensures TSMC's advanced nodes (3nm, 2nm) and CoWoS packaging capacity will continue to be heavily utilized by Nvidia's growing AI chip demand. The deepening relationship comes as TSMC also emphasizes energy efficiency as the new constraint in AI chip design, a direction aligned with Nvidia's roadmap (Source: Economic Times). This signal suggests sustained revenue growth for TSMC from its largest customer, reinforcing its market leadership.