半导体芯闻·2025-08-22 11:28Core Viewpoint - Nvidia's CEO Jensen Huang praised TSMC during his visit to Taiwan, highlighting the company's significance and expressing that anyone looking to invest in TSMC would be "very smart" [1]. Group 1: Nvidia and TSMC Collaboration - Huang emphasized that TSMC is producing six new products for Nvidia, including a new central processing unit and a new graphics processing unit [1]. - Nvidia is planning to establish the "NVIDIA Constellation" project in Taiwan to accommodate its growing workforce, indicating a strong commitment to the region [6]. Group 2: U.S. Government Involvement in Semiconductor Industry - The U.S. government is considering acquiring stakes in semiconductor companies, including Intel, as part of discussions surrounding the CHIPS Act, which aims to revitalize U.S. semiconductor manufacturing [4]. - TSMC has received a commitment of $6.6 billion under the CHIPS Act to support the construction of three advanced chip manufacturing plants in Arizona [2]. Group 3: Market Reactions and Developments - TSMC's stock has increased by 6.5% year-to-date, reflecting positive market sentiment towards the company [6]. - Nvidia has requested some of its component suppliers to halt production related to the H20 graphics processor due to security concerns raised by China [6][7].