Nvidia's Huang talks to TSMC, weighs up China chip demand

STORY: Nvidia boss Jensen Huang arrived in Taiwan on Friday.

"My main purpose is to visit TSMC.”

That makes it a meeting of the world’s most valuable firm, and the world’s biggest contract chipmaker.

TSMC said Huang would give a speech to staff, without offering many further details.

The visit comes after Donald Trump indicated earlier this month that Nvidia might be allowed to sell more advanced AI chips to China.

Reuters sources said this week that the company is working on a new semiconductor dubbed the B30A.

That could replace or complement the H20 - the most advanced chip it’s currently allowed to sell in China.

Asked about the B30A, Huang would only say that it was up to the U.S. government what products it would be allowed to sell to Beijing.

For now, he said he was trying to assess demand for the current chip:

"We've prepared a lot of H20 already, but now we are waiting for purchase orders from China customers and so when we receive the orders, we will be able to produce more.” Related Videos

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Nvidia only got permission to resume sales of the H20 to China in July.

Washington had imposed export curbs in 2023, concerned over the supply of cutting-edge AI tech to the country.

Shortly after the July green light, Nvidia ordered 300,000 H20s from TSMC to add to its existing inventory.

However, days later China’s cyberspace regulator and state media warned against the company’s chips, saying they could pose security risks.

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