TAIPEI (Taiwan News) — Nvidia CEO Jensen Huang (黃仁勳) told Bloomberg TV on Monday that he expects China to eventually allow the import of AI chips and that Taiwan will remain a core semiconductor manufacturing hub, per a report.
“The Chinese government has to decide how much of the local market it wants to protect and how much of the local market it wants to expand with more AI capacity,” Huang said on the sidelines of Dell Technologies World in Las Vegas. “My sense is that over time, the market will open up.”
Huang joined a delegation of business leaders led by US President Donald Trump on a visit to Beijing last week for talks with Chinese leader Xi Jinping. The visit sparked speculation among investors that Nvidia could soon make progress in exporting AI chips to China.
Huang said he did not directly discuss plans to sell the H200 AI chip to Chinese customers with Chinese officials, though the topic was raised during talks between officials from both sides.
“President Trump had some discussions with the leaders, and I am looking at what they decide,” Huang said.
Trump, speaking aboard Air Force One on Friday while returning to the US, said, “It did come up, and I think something could happen on that.” He did not elaborate further but said China had chosen not to approve purchases of H200 chips because it wants to develop its own technology, according to Bloomberg.
Huang was also asked about the security of Taiwan’s semiconductor supply chain and ongoing efforts to diversify production.
“We are reindustrializing the US, bringing manufacturing back to the US at a time when demand for AI, at the beginning of this new computer evolution, is happening, and so demand is extraordinary,” Huang said.
Regarding Taiwan’s future role in AI and chip manufacturing, Huang said, “Taiwan will continue to be one of the epicenters.”
Nvidia will release its first-quarter earnings report on Wednesday. Investors are closely watching for updates on AI chip shipments and any changes to the company’s future outlook.
