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Moving to a custom ASIC does not escape the margin — the ASIC vendor’s margins are nearly as high as Nvidia’s.

Drawn from what Jensen Huang said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Jensen Huang actually said

  1. Jensen Huang Co-founder and CEO of NVIDIA since 1993
    And so so I think the the ASIC margins are are incredibly good from what I can tell and and they believe it. They believe it so too. And so they're they're quite proud of their their incredible ASIC margins.

    Where this was said

    Watch from 0:38:56 plays here

    ↗Jensen Huang – Will Nvidia’s moat persist?youtube.com

    15 Apr 2026 · video · 1h 43m · spoken · machine transcript

    All 24 korrents from this recordingthis one is 13th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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