Taiwan chip stocks climb after Nvidia announces $150 billion spending plans - CNBC

NVIDIA's CEO Jensen Huang announced a massive $150 billion annual investment plan in Taiwan, marking a tenfold increase from previous spending levels. This move, aimed at supporting AI-driven growth, ... Read original →

Jensen Huang’s $150B annual investment pledge is a strategic deployment in the AI compute arms race. Technologically, it will accelerate 3nm-and-below EUV capacity and fast-track novel architectures like LogicFolding onto TSMC’s lines, pressuring mainland foundries like SMIC to catch up in Physical AI chips. Regulatory headwinds—evidenced by NVIDIA’s halved China revenue—have cemented export controls as structural, prompting a dual-manufacturing pivot to Taiwan, China and the U.S. to de-risk supply chains. Competitively, SK Hynix and Micron are likely to co-invest aggressively in HBM4 to secure AI memory dominance, while Chinese AI chipmakers like Cambricon face ecosystem fragmentation. Over the next 12–24 months, Taiwan, China’s centrality in AI infrastructure will deepen—but so will its geopolitical premium, elevating supply chain insurance costs into a new norm of 'high reliance, high fragility.'