Nvidia is making a ton of money. Now, main supplier TSMC may charge Jensen Huang more for chips.

Wei's comments have sparked speculation that TSMC - the world's largest contract chipmaker - is considering a price hike. In April, an analyst asked whether TSMC was reaping the benefits of the AI boom and how the CEO was thinking about pricing. Nvidia's Huang doesn't appear to mind a price hike from TSMC. He told reporters in Taiwan last week that TSMC's contribution to the industry was "Really great." It isn't the first time this year that TSMC has signaled a price hike. "If my customer requests to be in some certain area, then definitely, TSMC and the customer had to share the incremental cost," the CEO said on TSMC's first-quarter earnings call. Wei said last week that TSMC had discussed moving some chip plants outside Taiwan but that it was impossible to move all production out of the island. TSMC's shares in Taiwan closed 1.7% lower at 879 New Taiwan dollars apiece on Friday and are up 48% year-to-date.