A Convergence of Tech Titans: Chang's Return and Industry Dialogue
Morris Chang's Anticipated Return to the Public Sphere
After a year of noticeable absence from public engagements, including key TSMC events, Morris Chang, the venerable 94-year-old founder of Taiwan Semiconductor Manufacturing Co., made a highly anticipated public appearance. His lack of visibility in 2025 had previously sparked speculation concerning his health. The recent dinner in Taipei with Nvidia CEO Jensen Huang marked his first public engagement in over twelve months, drawing considerable attention from the industry. Despite his physical absence, Chang's voice was featured in a joint Nvidia-TSMC video earlier in 2025, celebrating the launch of Blackwell chip production at TSMC's Arizona facility, where he articulated his enduring vision for semiconductor manufacturing in the United States, a project representing a substantial $165 billion investment.
Insights into Chang's Enduring Intellect and Huang's Observations
During their encounter, Morris Chang arrived at the Cantonese restaurant in a wheelchair. However, Jensen Huang assured reporters that Chang's mental acuity remained as sharp as ever, reflecting on their incisive conversation. Huang commented on Chang's high spirits and sharp intellect, emphasizing the stimulating nature of their discussions. Following this significant dinner, Huang's schedule included attending Nvidia's Taiwan year-end banquet and engaging with various supply chain partners, further solidifying industry connections and future collaborations.
Nvidia CEO's Perspective on Global Semiconductor Manufacturing
Earlier in the day, upon his arrival in Taiwan, Jensen Huang addressed prevailing concerns about the distribution of semiconductor manufacturing capacity. He clarified that the global chip production landscape is experiencing an expansion rather than a mere geographical shift. Huang highlighted the growth of new manufacturing capabilities in the United States, Europe, and Japan, while reaffirming Taiwan's indispensable position as the central hub of the industry. He lauded TSMC as the world's leading foundry partner, praising its technological advancements, operational efficiency, and adaptability. Looking ahead, Huang underscored the necessity for TSMC to significantly increase its production capacity over the next decade, with the majority of this growth expected to remain rooted in Taiwan, even as the company extends its operations internationally.
Market Performance and Stock Analysis for Nvidia
In the aftermath of these industry developments, Nvidia shares experienced a slight dip, falling 0.49% in after-hours trading to $190.20. Despite this minor fluctuation, Nvidia's stock has demonstrated robust growth over the past year, with an increase of 59.18%. The company continues to maintain a strong 'Quality' rating within Benzinga's Edge Stock Rankings, bolstered by a consistently positive price trend across short, medium, and long-term timeframes, indicating ongoing investor confidence and market stability.