By Ben Blanchard and Wen-Yee Lee
Taipei (Reuters) -NVidia CEO Jensen Huang arrived in Taipei on Friday to visit Chip -Gieterij partner TSMC, because the world's most valuable company navigates the rising friction between Washington and Beijing about access to its leading AI chips.
His visit, just a few days prior to the profit -release of NVIDIA on Wednesday, is because the company has asked a number of its suppliers to stop working with regard to the caution of Beijing about the security risks of the chip, and as it develops a new AI chip for the Chinese market.
“My main goal here is to visit TSMC,” he told reporters, adding that he would only stay a few hours and after dinner with TSMC leaders, according to a live feeding broadcast by local media at Taipei airport, where he landed in a private jet.
He also said that TSMC had asked him to give a speech. TSMC said in a statement that Huang would give an internal speech about his “management philosophy”. It didn't go out.
Huang said he would like to thank TSMC, where they recorded six brand new chips, including a new GPU and a Silicon Photonics processor for NVIDIA's next generation Rubin-Architecture Supercomputers. Tape Out refers to closing the design of a chip so that production can begin.
“This is the first architecture in our history where every chip is new and revolutionary,” he said. “We have pasted all the chips.”
Earlier this month, US President Donald Trump opened the door to the possibility that more advanced Nvidia chips were sold outside the H20 in China, and reached a deal with Nvidia and AMD, including the US government, would receive 15% of the income from the sale of some advanced chips in China.
Reuters reported this week that Nvidia was working on a new chip called the B30A on the basis of its latest Blackwell architecture that will be more powerful than the H20 model.
Asked for the B30a, Huang said that Nvidia was talking to the US about offering China a successor to his H20 chip, but that it was not the decision of the company to take.
“It is of course the American government, and we are in dialogue with them, but it's too early to know.” he said.
Nvidia only received permission in July to promote the sale of the H20. It was specifically developed for China after the export restrictions were introduced in 2023, but the company was abruptly ordered to stop the sale in April.
Shortly after Washington's Greenlight, Nvidia placed orders for 300,000 H20 chips with TSMC to add to his existing inventory because of a strong question from Chinese companies, Reuters reported. But days later, Nvidia was hit by allegations from the Chinese Cyberspace regulator and state media that the chips of the American company could form the security risks.
