Jensen Huang Inquires Whether CC Wei Is 'Still Covering Dinner' During Talks on High-Stakes AI Chips for China Between Nvidia and TSMC CEOs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 26 2025
0mins
Source: Benzinga
CEO Dinner Talks: Nvidia CEO Jensen Huang visited Taiwan for discussions with TSMC CEO CC Wei, marked by lighthearted banter over dinner regarding who would pay the bill.
New AI Chip Development: Huang's trip was primarily to discuss TSMC's role in manufacturing Nvidia's new AI chip, the B30A, aimed at the Chinese market amid slowed purchases of existing chips.
Nvidia-TSMC Partnership: The partnership is crucial for Nvidia's success as TSMC produces over 90% of the world's advanced semiconductors, with Huang expressing confidence in TSMC's stock value.
Positive Earnings Outlook: Analysts are optimistic about Nvidia's upcoming earnings report on August 27, citing strong demand for its GPUs and increased spending in hyperscale and infrastructure projects.
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Analyst Views on TSM
Wall Street analysts forecast TSM stock price to fall
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 404.980
Low
63.24
Averages
313.46
High
390.00
Current: 404.980
Low
63.24
Averages
313.46
High
390.00
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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