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黄仁勋盛赞台积 看好AI产业
Jing Ji Ri Bao·2025-08-22 23:43

Group 1 - NVIDIA's CEO Jensen Huang praised TSMC as a great company that will continue to grow at an astonishing speed in the AI era, indicating a new industry called "AI factories" will emerge in Taiwan, presenting significant opportunities for the region [1][2] - Huang announced that the Blackwell Ultra GB300 has entered full production with successful output increases, and TSMC along with NVIDIA's ecosystem partners, including Foxconn, Quanta, Wistron, and ASUS, are performing exceptionally well in this regard [2] - NVIDIA is the global leader in AI chips, and Huang mentioned the upcoming advanced Rubin platform with six product designs already ordered from TSMC, including CPU, GPU, NVLINK switch chips, and optical switch chips [2] Group 2 - Huang expressed excitement for more factories in Taiwan, noting that NVIDIA has already begun its first factory with Foxconn and hopes to establish more [3] - Huang highlighted the potential for U.S. government initiatives to support chip manufacturing, suggesting that TSMC could also benefit from such measures, and he regards TSMC as one of the greatest companies in human history and a smart investment target [3]