Nvidia CEO Sees Opportunity in Chip Selloff - TradingView

NVIDIA CEO Jensen Huang urged investors not to panic during the recent semiconductor selloff, viewing the market pullback as an opportunity to buy at discounted prices. Speaking in Seoul, Huang emphas... Read original →

Jensen Huang’s call to buy the dip signals that AI infrastructure deployment has passed the point of no return. Technologically, 3nm and EUV adoption is cascading from NVIDIA’s high-end GPUs to Marvell’s interconnects and Cerebras’ wafer-scale engines, forcing a redesign of thermal and packaging architectures. Regulatory tightening on advanced equipment exports from the U.S. and EU is compelling firms to build redundant capacity in Vietnam, India, and Taiwan, China—raising capex by 15–20%. Competitively, AMD and Intel may exploit custom AI accelerators to carve niche datacenter segments, while TSMC locks in CoWoS capacity for top clients. Over the next 12–24 months, demand will shift from training to inference, favoring low-power, high-density designs. The ultimate winners won’t be those stacking raw compute, but those mastering chiplet ecosystems and optical I/O integration.