The letter from Morris Chang that helped NVIDIA
A video about the relationship between Morris Chang, TSMC and NVIDIA, and how a letter may have influenced a key moment for the company.
November 10, 2026
Key points
- TSMC is a strategic partner for NVIDIA
- Chip manufacturing is central to the AI industry
- Business alliances can shape growth
- NVIDIA remains a key player in AI hardware
The video connects Morris Chang, founder of TSMC, with NVIDIA during an important moment in its development. The core idea is that manufacturing decisions and strategic partnerships can change the trajectory of an AI company.
NVIDIA relies on an advanced supply chain to produce its most in-demand chips. That is why TSMC has been a key player in NVIDIA’s growth, especially in AI hardware, data centers, and accelerated computing.
This matters because the AI business is not only about software. It also depends on semiconductor manufacturing, industrial capacity, and alliances between leaders such as Jensen Huang and Morris Chang.
For investors and industry followers, the takeaway is simple: in AI, competitive advantage comes not only from models or chips, but also from reliable production access, scale, and top-tier technology partners.
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