NVIDIA CEO Jensen Huang flew to Taipei on Friday to visit his Chip Foundry partner TSMC as speculated that chip designers are developing new AI chips for the Chinese market.
NVIDIA is now the most valuable company in the world, having to walk a delicate line due to the enormous geopolitical friction between the United States and Beijing as it can use its advanced chips.
Huang’s visit was a few days before NVIDIA released Wednesday because the company owns Asked some of its suppliers to stop working related to H20 chips Below Beijing Warn of the security risks of chipsand as it evolves New AI chips Tailored for the Chinese market.
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According to a live broadcast of local media at Songshan Airport in Taipei, he landed on a private jet, adding: “My main purpose of coming here is to visit TSMC.”
He said the TSMC asked him to give a speech. The chipmaker confirmed this in a statement, saying Huang would give an internal speech on his “management philosophy.” It does not specify in detail.
Six new chips
Huang said he would like to thank TSMC, where they recorded six brand new chips, including a new GPU and a new GPU and silicon photonic processor from NVIDIA’s next-generation Rubin-Architecture SuperComputers. “Tape” means finalizing the design of the chip so that production can begin.
“This is the first building in our history, and every chip is new and revolutionary,” he said. “We have tapered all the chips.”
Earlier this month Agreement with NVIDIA and AMD During this period, the U.S. government will earn 15% of its revenue from sales of some high-end chips in China.
Reuters reported this week that NVIDIA is studying The new chip is tentatively named B30Aaccording to its latest Blackwell architecture, it will be more powerful than the H20 model.
When asked about the B30A, Huang said that NVIDIA and the United States provided China with the successor to the H20 chip, but that was not the decision made by the company.
“Of course, it depends on the U.S. government, we are having conversations with them, but it’s too early,” he said.
NVIDIA only received license in July to regain sales of H20. It was developed specifically for China after the export restrictions were imposed in 2023, but the company suddenly ordered the cessation of sales in April.
China warns NVIDIA chips
According to Reuters, NVIDIA placed an order for 300,000 H20 chips to TSMC to increase its existing inventory due to strong demand from Chinese companies.
But a few days later, NVIDIA was charged by Chinese cyberspace regulators and state media, with U.S. companies’ chips May bring security risks.
Chinese authorities later warned Chinese tech companies to buy H20, raising concerns about potential information security risks. Meanwhile, NVIDIA Say its chip has no backdoor risk.
According to two people who spoke to Reuters, NVIDIA asked NVIDIA to stop work related to the H20 chip. NVIDIA hopes to first look at its existing H20 stockpile, a third source said.
Foxconn did not immediately respond to a request for comment.
The trade publication reported Thursday that NVIDIA directed Arizona-based Amkor technology to stop producing its H20 chips this week, notifying South Korea’s Samsung electronics and citing two people who knew the communications directly.
Amkor handles advanced packaging for chips, while Samsung Electronics provides high-bandwidth memory chips for models.
Neither company immediately responded to Reuters’ request for comment.
“H20 is not a military product”
When asked whether NVIDIA asked suppliers to stop production, Huang told reporters in Taipei that they had prepared a large number of H20 chips and were now awaiting purchase orders from Chinese customers.
“When we receive the order, we will be able to buy more,” he said.
“We are constantly managing supply chains to address market conditions,” an NVIDIA spokesperson said in a statement, adding that, as both governments recognize, the H20 is not a military product or government infrastructure.”
Huang said that shipping H20 to China is not a national security issue, and the ability to ship H20 chips to China is “very grateful.”
- Jim Pollard’s additional editor Reuters
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