Nvidia announced plans to procure approximately $500 billion (about 729 trillion won) worth of semiconductors and electronic devices over the next four years. A significant portion of these will be sourced from production lines in the United States, such as those of TSMC and Foxconn.
On the 20th (local time), Jensen Huang, CEO of Nvidia, noted that he believes the Donald Trump administration can accelerate the development of the U.S. AI industry, stating, "It’s remarkable for the government to be interested in the success of the AI industry and to support it so that energy does not become an obstacle for the U.S. AI industry."
In recent years, major U.S. IT corporations like Nvidia and Apple have relied on semiconductors produced at TSMC's factory in Taiwan. However, as geopolitical tensions with China have intensified, assessments indicate that the supply chain has become unstable, especially following the Trump administration's declaration to impose tariffs on semiconductors made in Taiwan. Taiwan is also a region with a high risk of earthquakes.
CEO Huang stated, "The most important thing is to be prepared," adding, "We can now produce semiconductors in the United States and have a sufficiently diversified supply chain. If a disaster occurs in Taiwan causing disruptions in production, it will be inconvenient, but we will be okay." He continued, "Nvidia's latest AI chip, Blackwell, is being produced in the United States," stating that "TSMC's investment in the U.S. will significantly enhance our supply chain resiliency."
CEO Huang said that competition with China's Huawei is intensifying. He remarked, "Huawei is the most powerful IT corporation in China," stating, "They have conquered every market they have entered, and given this success, the U.S. efforts to contain Chinese corporations have not been effective." He added, "I believe Huawei's presence in the AI sector is growing each year, and we cannot assume that they will not be an important variable."