NVIDIA CEO Jensen Huang again avoided addressing questions about Samsung Electronics’ high-bandwidth memory (HBM) supply. He claimed he was unaware of Taiwan Semiconductor Manufacturing Company’s (TSMC) reported proposal to acquire Intel Corporation’s foundry division.
At Wednesday’s GTC 2025 press conference in San Jose, Huang praised Samsung Electronics as an “excellent memory semiconductor manufacturer” and anticipated their HBM supply.
Regarding Samsung’s HBM3e, he acknowledged the company’s capability to integrate ASICs with memory on the base die. Still, he declined to comment on whether Samsung’s HBM products had passed quality tests or when they might begin supplying NVIDIA.
His cautious remarks contrast with his statement at CES 2025 in January, in which he voiced confidence in Samsung’s HBM testing and eventual success.
Huang also denied knowledge of TSMC’s reported proposal to NVIDIA and others to invest jointly in Intel’s fabs. This follows recent U.S. media reports suggesting TSMC pitched the idea of a joint venture to operate Intel’s manufacturing facilities.
“Nobody invited me. Maybe other people are involved, but I don’t know. There might be a party. I wasn’t invited,” Huang said.
When asked about the impact of President Trump’s tariffs, he predicted minimal short-term effects but noted that the company is developing long-term strategies. He affirmed that they need to produce AI chips in the U.S., and they will do so.
Huang reiterated that NVIDIA focuses on building AI infrastructure rather than increasing market share, making it clear that NVIDIA is not fixated on market share growth.
He described NVIDIA as a “comprehensive AI company” that assists its customers in growing their revenues. He added that NVIDIA can collaborate with Tesla and Google’s Waymo and respects these companies and their approaches.
