"The area is where Nvidia plans to build its new Taiwan headquarters as it rapidly expands on the island, set to surpass Apple to become the biggest customer of Taiwan semiconductor maker TSMC, the biggest contract manufacturer of the advanced chips needed for artificial intelligence. Nvidia CEO Jensen Huang describes Taiwan as the "center of the world's computer ecosystem." It's riding high on the global AI frenzy."
""We have been lucky," said Wu Tsong-min, an emeritus economics professor at National Taiwan University and a former board member of Taiwan's central bank. But Taiwan's heavy reliance on computer chip makers and other technology companies carries the growing risk of the AI craze turning out to be a bubble. "What if the AI bubble is real, and what if its rapid growth pace slows, what's next for Taiwan? That's the question many have been asking," Wu said."
Nvidia is building a new Taiwan headquarters near a high-tech industrial park in northern Taipei, prompting local real estate optimism. Nvidia will likely become TSMC's largest customer as demand for advanced AI chips rises. Taiwan's economy grew 8.6% last year and exports jumped nearly 35% in 2025, with U.S. shipments up 78% from AI demand. TSMC and Foxconn anchor the export-driven tech sector. A heavy reliance on chipmakers raises the risk of an AI bubble, and escalating tensions with Beijing pose an additional geopolitical threat to the island's supply-chain centrality.
Read at Fortune
Unable to calculate read time
Collection
[
|
...
]