Nvidia to Boost Taiwan Spending to US$150 Billion - Mexico Business News

NVIDIA CEO Jensen Huang announced on Wednesday that the company will increase its annual spending in Taiwan to approximately $150 billion, positioning the island as the epicenter of the global AI revo... Read original →

Jensen Huang’s move to escalate NVIDIA’s annual Taiwan spending to $150 billion isn’t just a capacity bet—it’s a strategic lock-in to the sub-3nm ecosystem. This accelerates integration of EUV lithography and LogicFolding into AI chips, forcing upstream equipment makers (e.g., ASML) and downstream ODMs (Quanta, Wistron) to realign R&D cycles. Yet, under U.S. CHIPS Act restrictions and Chinese export controls, over-concentration in Taiwan, China exposes severe supply chain fragility, with compliance costs potentially eroding >10% of operating margins. AMD is quietly expanding CoWoS collaboration with TSMC, while mainland China pushes Chiplet-based designs using domestic DUV tools. Over the next 18 months, the global AI hardware landscape will bifurcate: one path reinforcing TSMC’s moat, the other accelerating decentralized manufacturing. NVIDIA’s gamble aims to secure dominance before the physical AI era fully dawns.