NVIDIA CEO tells TSMC: 'The future of advanced chips is in Taiwan'
While various countries are moving to domestically manufacture semiconductors and other technologies, there remains a strong reliance on Taiwan for the technology to manufacture advanced components. With this trend especially occurring in the United States and Europe, NVIDIA CEO Jensen Huang has stated that 'Taiwan has a major role to play.'
The spider of the AI web: Jensen Huang, newsmaker of the year
https://www.thetimes.com/business/companies-markets/article/ai-jensen-huang-nvidia-newsmaker-of-the-year-2025-2vsqh8hm9
Nvidia CEO sends strong message on Taiwan Semiconductor - TheStreet
https://www.thestreet.com/technology/nvidia-ceo-sends-strong-message-on-taiwan-semiconductor
In an interview with Time magazine, Huang pointed out that the reshoring efforts by various countries are more of an insurance policy than a replacement, sending a strong message that Taiwan, home to major fabs such as TSMC, will continue to play a structurally central role in advanced computing development in the coming years.
Huang believes that Taiwan's strengths lie not only in its cutting-edge process technology, but also in its powerful ecosystem of suppliers, packaging, human resources, and speed. He believes that it would be difficult for one country to build such an ecosystem on its own, and that the value of Taiwan's solid position in the market is immeasurable.
'We will continue to rely on Taiwan for chip and electronics manufacturing for decades to come,' Huang said. 'Taiwan's people, culture, interconnected ecosystem and network of companies, and efficiency in electronics and chip manufacturing are unparalleled. It will take decades to replicate this.'
On a related note, the New York Times reported, citing a person familiar with the matter, that 'the Trump administration is close to concluding a trade deal with Taiwan that would lower tariffs on Taiwanese exports and promise Taiwan's largest chipmaker, TSMC, to significantly increase its investment in the United States.'
According to the report, US tariffs on Taiwanese imports would be reduced to 15%, bringing them on par with those on imports from Asian allies Japan and South Korea. TSMC has also committed to building at least five new semiconductor factories in Arizona as part of the deal, according to one of the people. This would nearly double the number of factories in the state.
Recently, with major technology companies led by NVIDIA accounting for 35% of the S&P 500, there has been talk of the risk of the market becoming concentrated in a few high-tech stocks. When asked about this situation in an interview, CEO Huang pointed out, 'AI spending may seem excessive, but that's because we're only in the early stages of a deep transformation in computing itself.' He said that AI is now driving a comprehensive shift from general-purpose computing to accelerated computing.
NVIDIA chips are also considered strategic infrastructure, and export restrictions on NVIDIA chips have been implemented as part of the U.S. strategy against China. However, the situation has changed since the Trump administration approved the sale of NVIDIA's cutting-edge chips to China, creating the possibility that the company could further increase its market share.
US Department of Commerce approves export of NVIDIA H200 chips to China - GIGAZINE
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