Nvidia clarifies its production strategy in Taiwan
According to Digitimes, Nvidia has clarified that the 40% of chip production capacity located in Taiwan represents new capacity, and not a shift of production volumes previously allocated in the United States. This clarification is relevant in the current context, characterized by strong demand for high-performance GPUs, essential for the training and inference of artificial intelligence models.
Nvidia's decision to expand its production capacity in Taiwan underscores the strategic importance of the island for the company and for the entire semiconductor supply chain. Taiwan is home to some of the most advanced foundries in the world, capable of producing chips with increasingly smaller and more complex geometries.
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