Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit

Nvidia and AMD’s deepening Taiwan footprint reflects a strategic recalibration of compute sovereignty, not merely R&D expansion. Their moves will catalyze local demand for HBM and advanced packaging—especially TSMC’s CoWoS—forcing capacity scaling in 2.5D/3D integration. Yet this concentration heightens regulatory exposure: any U.S. export control tightening could bottleneck production of A100/H100 derivatives on Taiwanese soil, spiking compliance costs. Intel, cornered by this duopoly encirclement, will likely accelerate chiplet-based alliances with Samsung and European IDMs. Over the next 18 months, Taiwan’s role as a 'silicon shield' will intensify—foreign design centers may boost local IC talent short-term but risk provoking Beijing to restrict mature-node equipment exports, destabilizing the very supply chain these investments seek to secure.