Huang Renxun claims that TSMC's production capacity needs to double to support the largest infrastructure investment in human history.

date
04/02/2026
TSMC is currently working at full capacity to produce chips for almost all technology giants, while NVIDIA CEO Jensen Huang is currently in Taiwan, China to handle business matters. In an interview with the media, he stated that in order to support the "largest infrastructure investment in human history," TSMC needs to double its production capacity in the next ten years. Huang emphasized that TSMC is working very hard, but this year NVIDIA has a huge demand, so a large amount of production capacity is needed. He said, "In the next ten years, TSMC's production capacity may grow by more than 100%, which is a significant scale expansion, the largest infrastructure investment in human history, and just meeting NVIDIA's demand will require doubling the capacity." TSMC has already started to expand its semiconductor wafer fab and has invested heavily in regions such as the EU, Japan, and the US. TSMC also plans to build a complete supply chain in the US, launching a mega expansion project with a total amount of up to $250 billion, covering advanced packaging, semiconductor manufacturing, and research and development centers. It is worth mentioning that NVIDIA is the first customer of TSMC's A16 process node and has surpassed Apple to become TSMC's largest customer.