Taiwan's state utility says it has enough electricity to cover the chip industry's growing needs through 2035, easing a worry Nvidia's Jensen Huang raised on his May visit to the island.

• Taipower chairman Tseng Wen-sheng says supply will "absolutely be enough" for semiconductors out to 2030 and 2035.
• Taipower's own demand forecasts run higher than the chip industry's, and it says it can still meet them.
• AI power demand is a worldwide problem — several U.S. states are questioning whether their grids can handle model training.
• Chipmaking itself eats most of the power: wafer plants use roughly three times as much as memory, advanced packaging and servers combined.
• Warnings of a Taiwan power shortage have circulated for a decade without materializing, and new generating units are coming online at a steadier pace.

Outlook: Power supply looks unlikely to be the bottleneck for Taiwan's AI buildout near term, though each new smaller chip node pushes demand higher.