Nvidia CEO Jensen Huang wrapped up a fast-paced 55-hour visit to Taiwan, which included engagements with top industry leaders and visits to key manufacturing sites, underscoring the island's role in the global artificial intelligence (AI) and semiconductor industries.
Jensen Huang invited around 35 chief executives from various Nvidia partners to lunch, which led to the media calling it the 'trillion dollar' banquet.
Kuo predicts Himax as potential supplier for Taiwan Semiconductor's Compact Universal Photonic Engine development, with revenue reaching $2.4B in 2028.
A 6.4 magnitude earthquake struck southern Taiwan early Tuesday, forcing Taiwan Semiconductor Manufacturing Co. to evacuate facilities in a region critical to global chip supply, marking the second significant seismic event to impact semiconductor operations in recent months.
Nvidia CEO Jensen Huang has met with TSMC CEO C.C. Wei and other local suppliers during his trip to Taiwan, where he also attended Nvidia's year-end party and touted Taiwan's manufacturing prowess.
Nvidia CEO Jensen Huang wrapped up a fast-paced 55-hour visit to Taiwan, underscoring the country's role in the global AI and semiconductor industries. During his stay from January 16 to 19, Huang engaged with top industry leaders,
Meanwhile, a slew of other tech executives including Elon Musk, Jeff Bezos and Mark Zuckerberg are reportedly set to attend the events on Monday.
Taiwan Semiconductor Manufacturing Co. on Thursday reported a stronger-than-expected profit and said artificial intelligence demand will help offset a typically weak period for smartphone sales.
Recently, the stock has fallen around 10% from its all-time highs, which some may consider a buying opportunity. However, Nvidia has done so well over the past few years that other investors are concerned that it may have reached its top.
More money spent to build data centers will almost certainly lead to more revenue for TSMC, as its top customers include major players in AI and tech like Nvidia, Broadcom, Arm, and AMD, so it's understandable that Taiwan Semi is riding the rising tide higher.
Nvidia has been doubling down on the opportunity to build robotics and other industrial AI applications, with the launch of its Omniverse platform, and
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor exports.