The investment would help bolster President Donald Trump’s pledge to make the United States dominant in artificial intelligence.
President Donald Trump is due to announce Monday that chip giant Taiwan Semiconductor Manufacturing Co. plans to invest $100 billion in the United States, according to a person familiar with the plans who was not authorized to speak publicly.
Ming-Chi Kuo has debunked rumors of a major reduction in Nvidia's 2025 CoWoS wafer orders at TSMC, confirming expansion remains on track.
The back drop to all this, of course, includes threats from President Trump to apply up to 100% tariffs on chips from Taiwan, TSMC's expanding chip production facilities in the US, plus rumours that TSMC is in talks with Intel to take joint control of the latter's fabs in some kind cooperation with Intel.
Nvidia gets the bulk of its revenue from the US, from which the company raked in $14.8 billion of its $35 billion in sales in Q3. But China was the company’s third-largest market, bringing in $5.4 billion, behind Singapore, which generated $7.6 billion.
Nvidia thrives amid AI and data center growth, fueled by $300B in investments from tech titans by 2025. Learn more about NVDA stock here.
Nvidia's fourth-quarter earnings for fiscal year 2025 revealed a complex global strategy, where regional performances reflect both market demand and geopolitical pressures. The US surge, China's defiance,