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[QUOTE="Queen, post: 85692, member: 27"]
NVIDIA’s boss says the US-Taiwan chip deal is about building more fabs, not gutting Taiwan, even as production ramps up stateside.

Jensen Huang addresses chip deal rumors
[LIST]
[*]Jensen Huang rejects the idea of a forced capacity transfer.
[*]Calls it expansion through added output.
[*]Frames the deal as practical, not political theater.
[*]Pushes back on panic narratives.
[/LIST]
What the US-Taiwan deal actually does
[LIST]
[*]TSMC plans major US capacity growth.
[*]Reports point to 40 percent output tied to America.
[*]New fabs add supply rather than drain Taiwan.
[*]Scale matters more than relocation.
[/LIST]
Limits driving TSMC outward
[LIST]
[*]Taiwan faces power constraints for fab growth.
[*]Energy ceilings cap local expansion.
[*]Europe and Japan join the US as build sites.
[*]Demand is outpacing Taiwan’s grid.
[/LIST]
Why NVIDIA likes this setup
[LIST]
[*]NVIDIA sees a sturdier supply chain.
[*]Extra fabs spread risk across regions.
[*]Global output rises instead of shuffling lines.
[*]Business continuity stays intact.
[/LIST]
Taiwan’s red lines stay firm
[LIST]
[*]Core R&D remains on the island.
[*]Advanced processes stay domestic.
[*]N-2 policy is not up for trade.
[*]Control over key tech stays local.
[/LIST]
Big money signals confidence
[LIST]
[*]Taiwan commits $500 billion toward US investment.
[*]Prior TSMC pledges get stacked higher.
[*]Fab construction accelerates in America.
[*]Volume growth outpaces politics.
[/LIST]
[/QUOTE]

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