📊Executive Summary

Nvidia's CEO Jensen Huang highlighted a significant surge in demand for the company's Blackwell chips, driven by the AI boom, during a press event in Taiwan on November 8, 2025. This demand is leading Nvidia to increase its wafer orders from TSMC, which is ramping up its 3nm production by 50% to meet this need. However, Huang warned of ongoing component shortages, particularly in memory, which could pose challenges to fulfilling orders. Additionally, Nvidia is not planning to sell Blackwell chips to China due to U.S. export restrictions. The lead times for these chips are currently exceeding a year, indicating potential procurement challenges ahead. This situation underscores the importance of monitoring supply chain dynamics closely, especially regarding memory components and geopolitical factors affecting sourcing....