Morning Bid: Nvidia chief to Asia: ‘We’re still supply constrained’ - WTVB

NVIDIA CEO Jensen Huang stated at a conference in Taipei that while the company has sufficient supply to support robust growth linked to the AI boom, supply constraints remain a concern. This comment ... Read original →

Jensen Huang’s remarks in Taipei, China expose a critical tension: despite leveraging TSMC’s 3nm EUV for AI chip dominance, NVIDIA remains bottlenecked by CoWoS advanced packaging capacity. Technologically, this forces hyperscalers to pre-book supply into 2027, intensifying competition for HBM and substrate resources. Compliance-wise, escalating U.S. export controls compel NVIDIA to engineer region-specific, downgraded SKUs—raising R&D and inventory costs. Facing aggressive pricing from AMD’s MI300X and Intel’s Gaudi 3, NVIDIA will likely fast-track mid-tier inference chips to defend data center share. Over the next 18 months, geopolitical friction will accelerate TSMC’s overseas fab expansions, yet equipment delays and talent shortages ensure AI chip supply stays tight. Any regional escalation could instantly reignite panic stockpiling across Asia.