Third Visit of 2025 Highlights Deepening Partnership
Nvidia CEO and founder Jensen Huang arrived in Taipei on August 22, marking his third visit to Taiwan this year for direct engagement with executives at
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading chipmaker. The discussions are centered on Nvidia’s next-generation semiconductors and upcoming product lines, underscoring the depth of collaboration between the two industry powerhouses[2][4].
Focus on Rubin Platform and New Technologies
Huang’s visit is strategically timed as Nvidia’s
Rubin chip platform readies for trial production at TSMC in October, with final design completion anticipated by March 2026 and large-scale mass production in the second quarter. Six new chips—spanning CPU, GPU, NVLink switch, network chip, network switch, and a silicon photonics processor—have already reached the tape-out stage at TSMC[1].
Key technologies under discussion include:
- Advanced virtual reality chips
- The new Spectrum-X Phonics switch
- Upgraded NVLink switches for next-level network connectivity
These developments are set to power the next wave of
AI solutions, data centers, and immersive computing.
Addressing Geopolitics and Market Access
Huang acknowledged recent concerns related to Nvidia’s
H20 chip shipments to China. He expressed gratitude toward the Trump administration for allowing sales to resume and addressed claims regarding potential security risks, emphasizing that Nvidia has never built backdoors into its products[1][4]. The CEO also signaled a willingness to keep working with Chinese authorities to resolve technical or policy concerns.
Commenting on reports of potential U.S. government investment in TSMC via chip subsidies, Huang described TSMC as "one of the greatest companies in the history of humanity" and called investment in the semiconductor giant a wise long-term decision[1][2].
Strengthening the Global AI Ecosystem
Responding to recent U.S. policymaking on technology and trade, Huang stressed the importance of maintaining robust export channels for American AI technology to fuel global leadership in the sector. He reportedly briefed officials on how continued innovation and partnership between U.S. firms like Nvidia and Asian foundries like TSMC is essential for advancing the global AI ecosystem[4].
Nvidia’s ongoing collaboration with TSMC continues to shape the future of high-performance computing, AI, and semiconductor technology worldwide, ensuring both companies remain at the forefront of innovation[1][2][4].
