Nvidia, the world's most valuable semiconductor company, recently announced that it will invest hundreds of billions of dollars in the US supply chain in the next four years. According to the Financial Times, Nvidia is expected to spend about $500 billion in the electronics sector, with a large portion of which will be spent on operations in the United States. This major investment plan is considered a response to Trump's "America First" trade policy, and also followed similar announcements from other tech giants such as Apple.
Nvidia CEO Jensen Huang pointed out in an interview with the Financial Times that the company can already manufacture its latest systems in the United States through suppliers such as TSMC and Foxconn. The announcement coincides with the company’s launch of a new AI accelerator at the GTC 2025 conference this week.
In addition, Huang Renxun expressed concerns about Huawei's growing impact in the field of artificial intelligence chips in the interview and pointed out that the existing sanctions are not effective. He also denied rumors of a possible partnership with Intel. Previous reports have been reported that technology companies such as Nvidia and TSMC may acquire shares in Intel's manufacturing division, and Nvidia's recent tests of Intel's new manufacturing process have also intensified speculation from the outside world.
At the same time, TSMC's support for US production is also quite significant. As the world's leading chip manufacturer, TSMC has committed to investing an additional $100 billion in Arizona to build production facilities, which adds to the previous commitment of $65 billion.
Key points:
Nvidia plans to invest $500 billion in the next four years to enhance the U.S. semiconductor supply chain.
CEO Jensen Huang expressed concerns about Huawei's rise in the field of artificial intelligence chips and denied rumors of cooperation with Intel.
TSMC announced that it will invest an additional $100 billion in the United States to support the expansion of local production.