Taipei’s NVIDIA CEO visits TSMC and says in his bargaining talks with our New China chips
Ben Blanchard and Wen-Yee Lee
TAIPEI (Reuters) – NVIDIA CEO Jensen Huang arrived in Taipei on Friday to visit Chip Foundry partner TSMC, the world’s most valuable company in the world’s growing friction between Washington and Beijing, involving its industry-leading AI chips.
His visit comes days after NVIDIA’s earnings released on Wednesday, the company has asked some of its suppliers to stop working with the H20 chips after Beijing’s caution on the security risks of chips and due to its development of new AI chips tailored to the Chinese market.
According to a live broadcast of local media at Songshan Airport in Taipei, he landed on a private jet, adding: “My main purpose of coming here is to visit TSMC.”
He also said that TSMC asked him to give a speech. Huang will give an internal speech on his “Management Philosophy,” the TSMC said in a statement. It does not specify in detail.
Huang said he would like to thank TSMC, where they recorded six brand new chips, including a new GPU and a new GPU and silicon photonic processor from NVIDIA’s next-generation Rubin-Architecture SuperComputers. Tapes are the design of the finalized chip so that production can begin.
“This is the first building in our history, and every chip is new and revolutionary,” he said. “We have tapered all the chips.”
Earlier this month, U.S. President Donald Trump opened the door to NVIDIA chips other than the H20 sold in China and reached an agreement with NVIDIA and AMD under which the U.S. government will earn 15% of its revenue from sales of some of China’s advanced chips.
Reuters reported this week that NVIDIA is temporarily working on the new chips of the B30A based on its latest Blackwell Architecture, which will be more powerful than the H20 model.
When asked about the B30A, Huang said that NVIDIA and the United States provided China with the successor to the H20 chip, but that was not the decision made by the company.
“Of course, it’s made up of the U.S. government and we’re having a conversation with them, but it’s too early,” he said.
NVIDIA only received license in July to regain sales of H20. It was developed specifically for China after the export restrictions were imposed in 2023, but the company suddenly ordered the cessation of sales in April.
Shortly after Washington’s green light, NVIDIA placed an order for 300,000 H20 chips with TSMC, amid strong demand from Chinese companies to increase their existing stocks. But Nvidia was attacked a few days later by Chinese cyberspace regulators and state media, which alleged that chips from U.S. companies could pose security risks.
