Monday, August 25, 2025

Nvidia CEO Puts Spotlight on THIS Chipmaker...

Jensen Huang recently offered glowing remarks about a key partner, even calling it "one of the greatest companies in the history of humanity." His endorsement has put fresh attention on the firm, especially with Nvidia's earnings around the corner that could underscore how central this relationship has become.‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Folks,

The spotlight has been on TSMC the past few days for a straightforward reason: Jensen Huang.

On a trip to Taiwan, Nvidia's CEO publicly thanked TSMC for its work on Rubin (Nvidia's next-gen AI platform), called TSMC "one of the greatest companies in the history of humanity," and said the foundry is building six new Nvidia products—including a CPU and a GPU.

That's unusually specific commentary from Nvidia's top voice, and it naturally pushed investors to ask two questions: where Nvidia's next wave of chips is being built, and how ready that supply chain is for 2025.

Why Huang's comments matter

Nvidia's product schedule sets the tone for a lot of AI spending. When Huang links Rubin directly to TSMC, he's doing more than offering compliments—he's telling the market that the most in-demand AI chips of tomorrow are being set up at TSMC today.

It also implies TSMC has what matters most right now: capacity, quality, and speed (including advanced packaging, the step that bundles chiplets into a finished module).

Pair that with Nvidia growing its headcount and footprint in Taiwan, and you get a simple takeaway: the core pipeline is running through TSMC.

A few reads from Huang's remarks:

Continuity: if the current AI cycle leaned on TSMC, the next one likely will too.
Visibility: six active Nvidia products suggest a multi-quarter runway of work already queued up.
Confidence: public thanks tied to a named platform (Rubin) signals TSMC is hitting milestones Nvidia cares about.

Tariffs: why an exemption would actually move the needle

There's been chatter about a potential 100% U.S. tariff on chips. The working expectation is that TSMC would be exempt because it's building factories in the U.S. (including Arizona) and aligning with the CHIPS program.

In everyday terms, that means no extra tax slapped on chips headed into the U.S. from TSMC's U.S. production, which keeps pricing competitive for customers like Nvidia and Apple.

Why that matters to the investment story:

Cost stability: avoiding a 100% levy keeps unit economics intact for U.S. shipments.
Planning: big customers can lock in multi-year volumes without last-minute pricing shocks.
Signal value: building in the U.S. isn't just PR—it can translate into policy benefits.

It doesn't solve every trade risk, but it takes a big, unpredictable variable off the table for U.S.-bound output.

Near-term catalyst: Nvidia earnings this week

Nvidia's update will be the cleanest near-term "check-in" on what Huang just previewed. For TSMC watchers, the interesting part isn't the headline revenue number—it's the supply details.

What to listen for:

Lead times: are wait times for current accelerators coming down?
Advanced packaging: any progress on throughput where capacity has been tight.

Rubin timing: how quickly next-gen parts are being made at TSMC.

If the tone is constructive on availability and packaging flow, it supports the idea that TSMC is hitting the marks Nvidia needs to keep the roadmap moving.

Watchlist...

✅ Nvidia commentary: any improvement in lead times and packaging flow; clearer Rubin milestones.

✅ Policy clarity: continued indications that U.S.-made TSMC chips avoid the proposed tariff.

Here's what it all means

TSMC is getting the right kind of attention at the right time: direct praise from its most important customer, a realistic path to avoiding a 100% chip tariff on U.S. output, and an Nvidia earnings update that can confirm both the near-term supply picture and the next-gen timing.

If Nvidia's call leans constructive, the conversation should keep moving away from policy noise and back toward delivery, pacing, and share gain—the areas where TSMC has usually done its best work.

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Anyways...

That's all for now!

Until Next Time,

-Damian

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Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why

AN OXFORD CLUB PUBLICATION

Loyal reader since December 2024

Editor's Note: I have a message for you from our friends at Banyan Hill Publishing. I thought you might find it interesting - check it out below.

- James Ogletree, Senior Managing Editor

Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why

The world's wealthiest individuals are making huge moves with their money.

Warren Buffett just liquidated billions of shares. Bill Gates sold 500,000 shares of Microsoft. Jeff Bezos filed to sell Amazon shares worth $4.8 billion.

What is going on? One multi-millionaire believes they are preparing for a catastrophic event. But not a crash, bank run, or recession. It’s something we haven’t seen in America for more than a century. For the full story, click here.

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