Background and Motivation
Due to the current geopolitical tensions, a significant portion of global semiconductor production is concentrated in Taiwan, which could impact supply security. The U.S. government has responded with both subsidies and tariffs to promote local production.
Investment Plans
Nvidia intends to build two supercomputer factories in partnership with Foxconn and Wistron in Texas. Additionally, chip production for AI applications has already started in collaboration with TSMC in Arizona.
Market Impact
The investment will significantly promote AI technologies in the USA and establish Nvidia as a leading AI chip provider. This presents new opportunities for investors, especially in light of the increasing demand for data centers and AI infrastructures.
Challenges and Perspectives
Although the market offers attractive opportunities, there are also risks, such as potential downturns in the AI market or geopolitical tensions. However, in the long term, this investment could solidify the USA as a leading hub for AI technologies.