Nvidia's top executive used a global press conference on Wednesday to send an unambiguous message: supply chain diversification is not a retreat from Taiwan — it is a strategy built around the island's strengths.
Founder and chief executive Jensen Huang (黃仁勳), fielding a wide range of questions from international journalists on geopolitics, China market access, and global manufacturing strategy, argued that Taiwan sits at the very core of the world's semiconductor and AI production ecosystem — and that Nvidia intends to deepen, not scale back, its presence there.
Taiwan as the Starting Point, Not Just a Supplier
Huang pushed back firmly against any suggestion that supply chain resilience requires moving away from Taiwan. Responding to a question from the BBC, he acknowledged that companies operating in today's volatile environment need diversified, redundant supply bases — but he cast Taiwan as central to that resilience rather than a vulnerability within it.
He pointed to large-scale Taiwanese investments in the United States — citing TSMC, Amkor, Siliconware Precision Industries, Wistron, and Foxconn — as evidence that Taiwan is actively helping build a more distributed global supply chain rather than representing a point of concentration risk. "One of the reasons Taiwan is an incredible strategic partner to the United States is that Taiwan is investing in American manufacturing and ecosystem," he said.
Going further, Huang described Taiwan not as a component supplier to be diversified around, but as the origin point of the global technology industry. "This is the epicenter," he said. "This is where it all begins." He argued that the island's capabilities in semiconductor fabrication, advanced packaging, server systems, and infrastructure remain unmatched anywhere in the world.
Nvidia's Commitment in Commercial Terms: Procurement and Headcount
Rather than offering general pledges, Huang framed Nvidia's commitment to Taiwan in concrete business terms. The most direct form of investment in any ecosystem, he said, is purchasing what it produces. "The best way to invest in anyone is to buy their products," he told reporters, adding that Nvidia has become one of the most significant buyers within Taiwan's technology manufacturing ecosystem.
As demand accelerates across AI servers, GPUs, advanced packaging, power systems, cooling infrastructure, and networking equipment, Huang said Taiwan's supply chain has become indispensable to Nvidia's global AI buildout — not peripheral to it.
Beyond procurement, Huang announced a major expansion of Nvidia's local workforce. The company currently employs roughly 1,000 people in Taiwan and is constructing a facility with capacity for 4,000 staff. He said Nvidia plans to continue hiring over the coming years, with a growing focus on engineering, research and development, and AI ecosystem roles. The ambition, he said, is for Nvidia to become one of Taiwan's most significant foreign technology employers.
China: Compliance First, Opportunity If Permitted
China's market drew pointed questions at the press conference. Huang reiterated that Nvidia sells globally wherever export control regulations allow — and only where they allow. "NVIDIA sells where it is allowed to sell and complies with all export and import restrictions," he said.
He acknowledged China as a large, highly competitive market and noted that serving it requires genuinely valuable products. He added that should the U.S. government approve the sale of relevant chips, Nvidia stands ready to meet that demand. "It is a large market and an important one," he said.
A Dual-Track Strategy Taking Shape Under Geopolitical Pressure
Taken together, Huang's remarks point to a deliberate posture for Nvidia as geopolitical and regulatory pressures reshape the global technology industry: pursue supply chain resilience and geographic diversification, while holding Taiwan at the center of its AI infrastructure strategy rather than treating diversification as grounds to reduce its reliance on the island.
For Taiwan's technology sector, the signal from Wednesday's press conference was clear. The global AI industry is entering a period of supply chain restructuring — but Taiwan is positioned as a core force in building that new resilience, not a casualty of it. As AI data center construction accelerates and Nvidia continues expanding its platform, the island's supply chain remains squarely at the heart of the global AI wave. （Related： Jensen Huang and C.C. Wei Unveil 'FabTwin': How NVIDIA AI Is Revolutionizing TSMC Manufacturing ｜ Latest ）
