In a vlog in Taiwan with podcaster Lex Fridman, Nvidia CEO Jensen Huang recalled that in the late 1990s, after repeated unanswered calls to TSMC, he sent a lengthy letter to founder Morris Chang. Chang later invited him to Taiwan, starting a relationship that Huang described as 30 years of TSMC jumping through hoops for Nvidia. Chang said Nvidia was then a billion-dollar company and would need to generate at least $50 million in annual revenue to be a major TSMC customer; within two to three years, Nvidia was among TSMC’s top five customers. Huang’s comments came a day before TSMC reported third-quarter revenue of $46.72 billion, up 41.2% year over year and above the $45.62 billion analyst estimate.
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
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