Jensen Huang says Nvidia will sell twice as many chips next year
Published . Updated .
Huang's comment is the latest forecast from Nvidia and points to continuing massive growth for the next six quarters.
Directly affected
- NVDA Nvidia
Named in this report.
Indirectly affected
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Huang's comment is the latest forecast from Nvidia and points to continuing massive growth for the next six quarters.
Source: CNBC Top
The price since 17 Sep 2026: Nvidia (NVDA) versus the S&P 500
Since the first closing price after “Jensen Huang says Nvidia will sell twice as many chips next year,” Nvidia (NVDA) is -2.25%. The S&P 500 fund (SPY) is +0.65% over the same days, a -2.90% difference versus the market.
Who reported a Nvidia (NVDA) trade near this story
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 11 days after publication, inside 30 days. The filing is listed beside the story “Jensen Huang says Nvidia will sell twice as many chips next year.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 6 days after publication, inside 30 days. The filing is listed beside the story “Jensen Huang says Nvidia will sell twice as many chips next year.”
- Rohit Khanna buy Nvidia (NVDA) ($1,001 - $15,000). That is 6 days after publication, inside 30 days. The filing is listed beside the story “Jensen Huang says Nvidia will sell twice as many chips next year.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 5 days after publication, inside 30 days. The filing is listed beside the story “Jensen Huang says Nvidia will sell twice as many chips next year.”
- Rohit Khanna sell Nvidia (NVDA) ($1,001 - $15,000). That is 13 days before publication, inside 30 days. The filing is listed beside the story “Jensen Huang says Nvidia will sell twice as many chips next year.”
- Daniel Meuser sell Nvidia (NVDA) ($1,001 - $15,000). That is 17 days before publication, inside 30 days. The filing is listed beside the story “Jensen Huang says Nvidia will sell twice as many chips next year.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 23 days before publication, inside 30 days. The filing is listed beside the story “Jensen Huang says Nvidia will sell twice as many chips next year.”
- Gilbert Cisneros sell Nvidia (NVDA) ($1,001 - $15,000). That is 30 days before publication, inside 30 days. The filing is listed beside the story “Jensen Huang says Nvidia will sell twice as many chips next year.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Nvidia (NVDA)
Companies carried with this story
- NVDA Nvidia
In “Jensen Huang says Nvidia will sell twice as many chips next year,” Nvidia (NVDA) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
- AOSL Alpha & Omega Semiconductor
For “Jensen Huang says Nvidia will sell twice as many chips next year,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
For “Jensen Huang says Nvidia will sell twice as many chips next year,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Jensen Huang says Nvidia will sell twice as many chips next year.” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
In “Jensen Huang says Nvidia will sell twice as many chips next year,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
In “Jensen Huang says Nvidia will sell twice as many chips next year,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Jensen Huang says Nvidia will sell twice as many chips next year.” Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Nvidia (NVDA)
On 17 Sep 2026, “Jensen Huang says Nvidia will sell twice as many chips next year” is the story that connects Nvidia (NVDA) to this story.
The link for Nvidia (NVDA) is this: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
Alpha & Omega Semiconductor (AOSL) is here too. Its reason reads: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates and price levels for Nvidia (NVDA)
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVDA traded between 212.87 and 243.34 across 20 sessions. The latest close on file is 217.09.
What the saved facts support for Nvidia (NVDA)
46 out of 100
“Jensen Huang says Nvidia will sell twice as many chips next year” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.