NVIDIA CEO Jensen Huang Addresses Manufacturing Bottlenecks as a 2–3 Year Challenge
NVIDIA CEO Jensen Huang stated that manufacturing bottlenecks for AI chips are a 2–3 year issue rather than a long-term constraint, citing scalable capacity expansion driven by foundry commitments. TSMC reported a 35% revenue increase in Q1 2026, with advanced nodes accounting for 74% of wafer revenue, while ASML confirmed strong demand for chips. Energy policy and grid capacity, not manufacturing, are identified as the real long-term constraints for NVIDIA.
Topics: AI chips ASML manufacturing bottlenecks NVIDIA supply chain TSMC