Nvidia CEO Visits Taiwan Semiconductor Amidst Industry Shifts

Nvidia CEO visits Taiwan Semiconductor in Taipei. The company is a global leader in programmable graphics processors and associated software. Net sales are split between computing and networking solutions (77.8%) and graphics processors (22.2%), with a geographic distribution of 44.3% in the US, 22% in Taiwan, 16.9% in China, and 16.8% in other regions.

Title: Nvidia CEO Visits Taiwan Semiconductor in Taipei Amid U.S.-China Tensions

Nvidia CEO Jensen Huang arrived in Taipei on Friday, July 2, 2025, to visit Taiwan Semiconductor Manufacturing Company (TSMC), a key foundry partner for the tech giant. The visit comes amid rising tensions between the United States and China over access to advanced AI chips.

Huang's visit to TSMC, one of the world's leading semiconductor manufacturers, is part of Nvidia's ongoing efforts to navigate the complex geopolitical landscape affecting its business. Nvidia, a global leader in programmable graphics processors and associated software, has seen its market share in China come under scrutiny due to allegations of security risks posed by its chips [1].

The U.S. government has been in talks with Nvidia regarding the potential sale of more advanced chips to China. A new chip, tentatively named the B30A, is under consideration, but the final decision rests with the U.S. government [1]. Huang noted that Nvidia is in dialogue with the U.S. over this matter but emphasized that the decision is not Nvidia's to make.

The visit also comes at a time when Nvidia has instructed Amkor Technology and Samsung Electronics to halt production of its H20 chips, citing market conditions. The move has been seen as a response to recent geopolitical pressures and concerns about information security risks in China [1].

Despite the challenges, Nvidia maintains that the H20 chips are not a military product or for government infrastructure and that China's reliance on U.S. chips for commercial use is beneficial for both parties. The company has also noted that it is committed to managing its supply chain to address market conditions [1].

Nvidia's visit to TSMC underscores the company's strategic importance in the global semiconductor industry. TSMC's advanced manufacturing capabilities are crucial for Nvidia's production of high-performance AI chips. The partnership between the two companies has been instrumental in driving innovation and maintaining Nvidia's competitive edge in the market.

References
[1] https://www.investing.com/news/stock-market-news/nvidia-ceo-in-taipei-to-visit-tsmc-says-in-talks-with-us-over-new-china-chip-4205908