Jen-Hsun Huang, CEO of major GPU manufacturer NVIDIA, visited Taiwan in a low-key manner on the 7th. The private plane flew directly to Tainan Airport at 14:21 pm. After that, he is expected to directly visit the TSMC 3nm factory. He will also atten...
Jen-Hsun Huang, CEO of major GPU manufacturer NVIDIA, visited Taiwan in a low-key manner on the 7th. The private plane flew directly to Tainan Airport at 14:21 pm. After that, he is expected to directly visit the TSMC 3nm factory. He will also attend the TSMC employee sports meeting on the 8th, where he will further meet with founder Zhang Zhongmou. It is expected that this visit to Taiwan will last only two days, or even one and a half days. Therefore, expect to be in Tainan for only 5 hours and not be able to visit the local night market.
When Jen-Hsun Huang arrived at Tainan Airport and exited customs, he told the media reporters at the scene that he returned to Taiwan this time to encourage his "TSMC friends" because NVIDIA's business performance was "very, very strong." He made a special trip to thank TSMC for all the hard work they have done for NVIDIA and praised them for doing a very good job.
When talking about the difference between the current AI craze and the past Internet bubble era, Huang Renxun emphasized that the situation this time is "very different." He explained that during the dot-com bubble, most of the fiber optics laid underground were idle, but this time all the GPUs in the cloud are being used. Regarding recent market concerns about whether semiconductor manufacturing requires more companies to invest in building factories, Huang Renxun mentioned that it is extremely difficult to build advanced chip manufacturing factories. He pointed out that this is not just about building a factory. The engineering and scientific expertise that TSMC engages in is extremely challenging. But he also emphasized that this is a very important technology and the demand is extremely high.
As for outside concerns about whether NVIDIA is discussing the sale of products to China, such as specific chips, with US or Chinese officials, Huang Renxun made it clear that there are currently no active discussions. He further explained that NVIDIA currently has no plans to ship any products to China. It depends on when China hopes that NVIDIA's products can serve the Chinese market again. He expects China to change its policies and hopes NVIDIA can serve the Chinese market again.
In addition, when asked about the current situation of the Taipei operations headquarters, Huang Renxun's answer was that the current office space is too small. Therefore, a much larger office was needed in Taipei. Therefore, it is hoped that the land-related discussions can be resolved so that a "beautiful building" can be built in Taipei. When asked whether he planned to meet with the mayor of Taipei, Huang made it clear that he had not yet met the mayor of Taipei and had no plans to arrange a meeting with the mayor this time.
Huang Renxun finally humorously mentioned that his participation in the TSMC Games was originally a surprise, but now he has informed everyone. However, this time my stay in Taiwan was quite short, only about two days, or one and a half days. He admitted that he had been traveling for three consecutive weeks and missed his puppies very much, so he was unable to go to the Tainan Night Market this time. However, despite time constraints, Huang Renxun promised to return here to meet everyone in the future.
