By Ben Blanchard and Ven-Yay Lee
Taipei (Reuters) -NVIDIA CEO Jensen Huang arrived in Taipei on Friday to visit the Chip Foundry TSMC partner, as the world’s most valuable navigira, increasing the friction between Washington and Beijing to access the AI chips industry.
His visit, just days before NVIDIA’s profit on Wednesday, is coming as the company has asked for some of its suppliers to stop the H20 chip after Beijing’s caution about the chip security risks, and as it is developing a new AI chip adapted to the China market.
“My main goal that comes here is to visit TSMC,” he told reporters, adding that he would only stay a few hours and leave after dinner with TSMC leaders, according to a live broadcast, broadcast by the local media at Taipei Airport, where he landed on a private plane.
He also said that TSMC had asked him to give a speech. TSMC said in a statement that Huang would make an internal speech on his “Governance Philosophy”. It has not been developed.
Huang said he thanked TSMC, where they recorded six brand new chips, including a new graphic processor and a silicone photononics processor for Rubin-Brchiture Super-Brochiture Super Computer by NVIDIA of the next generation. Tape out refers to the finalization of chip design so that production can begin.
“This is the first architecture in our history, where every chip is new and revolutionary,” he said. “We recorded all the chips.”
US President Donald Trump earlier this month opened the door to the possibility of more advanced Nvidia chips beyond the H20, which is being sold in China, and has achieved a deal with NVIDIA and AMD, under which the US government will receive 15% of sales revenue in some advanced chips in China.
Reuters this week announced that NVIDIA is working on a new chip, indicatively called the B30A based on its latest Blackwell architecture, which will be more powerful than the H20.
Asked about the B30A, Huang said Nvidia is negotiating with the United States over the supply of China’s H20 chip, but it is not the company’s decision to make.
“The US government is from the US government and we are in dialogue with them, but it’s too early to know.” he said.
NVIDIA was only authorized in July to provide sales to H20. It was designed specifically for China after restrictions on export were introduced in 2023, but in April it was sharply ordered to stop sales.
Shortly after the green light of Washington, NVIDIA ordered 300,000 H20 chips with TSMC to add to its existing inventory due to strong demand from Chinese companies, Reuters reported. But Nvidia was days later than the accusations of the cyberspace regulator in China and the state media that the chips of the US company may pose security risks.