Jen-Hsun Huang recently stated in Texas that the AI factories in the United States are all backed by Taiwanese companies. Without Taiwanese supply chains such as TSMC, Wistron, and Hon Hai, U.S. chip factories and system factories would simply not be able to complete construction.Huang Renxun emphasized that if it were not for Taiwan, the semiconductor industry would have been monopolized by Japan. Taiwan actually saved the U.S. semiconductor and computer industries. This is an important base for global advanced electronics manufacturing, with both world-class technology and high cost-effectiveness.
He also pointed out that Taiwan is no longer a cheap manufacturer;Taiwan should be proud of this.
In addition, due to the high cost of living and manufacturing in the United States, the ecological construction of the local supply chain will still take time. However, the growth rate of AI demand far exceeds the supply. Huang Renxun said that now is the time to invest, and we cannot continue to wait because of high costs.
Regarding high-performance AI models, Huang Renxun believes that the outside world equates high-performance models with overheating of AI investment, which is completely the opposite.The smarter the AI, the easier it is to use, attracting more enterprises and developers to adopt it, thereby driving demand for GPUs and computing equipment to grow.
Huang Renxun’s statement comes at a time when the United States is building large-scale AI infrastructure. He emphasized the irreplaceability of Taiwan's supply chain and also responded to market concerns about overheating investment in AI.
