TAIPEI (Taiwan News) — Nvidia CEO Jensen Huang (黃仁勳) on Wednesday said the company’s spending in Taiwan is expected to increase significantly, highlighting the country’s role in the global AI supply chain.
Speaking at an employee event at Nvidia’s Taiwan branch, Huang said Nvidia previously spent between NT$314.6 billion (US$10 billion) and NT$471.9 billion annually in Taiwan. He said the figure is expected to rise to about NT$4.72 trillion per year, but did not provide a timeframe, according to Liberty Times and Reuters.
Huang described Taiwan as the “epicenter” of the AI industry, citing the country’s central role in semiconductor manufacturing, chip packaging, and AI system production. “This is where the chips come from, where packaging comes from, where the systems are made, and where AI supercomputers are created,” he said.
He added that Nvidia’s network of local partners has expanded rapidly over the past several years. The company worked with around 10 partners several years ago, increasing to about 50 five years ago, and now has roughly 150 partners in Taiwan.
Market observers said Nvidia’s next-generation AI platform is expected to increase demand for advanced manufacturing, high-bandwidth memory, high-speed interconnects, and rack-scale AI server systems. They said this reflects a broader shift toward larger integrated AI systems, with production scaling across the supply chain, according to ETtoday.
Industry participants added that as the Vera Rubin generation is introduced, each platform is expected to require higher chip counts and faster data transmission. They added that as data transfer limits become more important, co-packaged optics is being considered as a possible future direction, which could further increase demand for advanced packaging and related technologies.
Key parts of the ecosystem include TSMC in foundry and advanced packaging, and Advanced Semiconductor Engineering in outsourced semiconductor assembly and testing, along with probe card and test socket suppliers such as Mpi and WinWay. Other contributors include optical component and epitaxial wafer suppliers such as LandMark Optoelectronics, companies involved in co-packaged optics-related packaging and optical modules such as ShunSin and Pcl, and Delta Electronics in the high-power supply segment for AI systems.
Huang said Nvidia is preparing to launch a previously undisclosed product. He said the second half of this year could be the company’s strongest six-month period to date and also a significant period for Taiwan’s technology industry.
