{"id":382491,"date":"2026-05-27T12:01:47","date_gmt":"2026-05-27T10:01:47","guid":{"rendered":"https:\/\/prostartup.it\/taiwan-chip-stocks-climb-after-nvidia-announces-150-billion-spending-plans\/"},"modified":"2026-05-27T12:01:47","modified_gmt":"2026-05-27T10:01:47","slug":"taiwan-chip-stocks-climb-after-nvidia-announces-150-billion-spending-plans","status":"publish","type":"post","link":"https:\/\/prostartup.it\/ru\/taiwan-chip-stocks-climb-after-nvidia-announces-150-billion-spending-plans\/","title":{"rendered":"Taiwan chip stocks climb after Nvidia announces $150 billion spending plans"},"content":{"rendered":"<div>\n<div><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108312317-1779864357054-052726_Constellation_All_Employee_Celebration_2_3.JPG?v=1779864999&w=1920&h=1080&ssl=1&w=75&resize=75&ssl=1 75w, 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fifu-data-src=\"https:\/\/i0.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108312317-1779864357054-052726_Constellation_All_Employee_Celebration_2_3.JPG?v=1779864999&w=1920&h=1080&ssl=1\" class=\"ff-og-image-inserted\"><\/div>\n<p><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div class=\"RelatedQuotes-relatedQuotes\" id=\"RegularArticle-RelatedQuotes\">\n<div class=\"RelatedQuotes-quotesContainer\">\n<div class=\"RelatedQuotes-titleAndTime undefined\">\n<p class=\"RelatedQuotes-text\">In this article<\/p>\n<\/div>\n<ul class=\"RelatedQuotes-list\">\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">2330-TW<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">2454-TW<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">2308-TW<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">NVDA<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">AAPL<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">MU<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<\/ul>\n<\/div>\n<div class=\"RelatedQuotes-cfaButtonContainer\"><button id=\"ArticlePageTickerCreateAccountButton\" class=\"CreateFreeAccountButton-buttonContainer\"><span class=\"CreateFreeAccountButton-buttonText\"><span>Follow your favorite stocks<\/span><span class=\"CreateFreeAccountButton-buttonTextBold\">CREATE FREE ACCOUNT<\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"InlineImage-imageEmbed\" id=\"ArticleBody-InlineImage-108312317\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div class=\"InlineImage-imagePlaceholder\" style=\"padding-bottom:55.55555555555556%\">\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<\/div>\n<div>\n<div class=\"InlineImage-imageEmbedCaption\">Nvidia CEO Jensen Huang announced plans for a new campus in Taiwan during an employee meeting on May 27, 2026.<\/div>\n<div class=\"InlineImage-imageEmbedCredit\">Nvidia<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p><span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\">Nvidia<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> is expanding heavily in Taiwan with a new campus and a tenfold increase in annual spending, CEO Jensen Huang announced Wednesday, as the chipmaker plans for artificial intelligence-powered growth.<\/p>\n<p>Taiwan&#8217;s Taiex stock index climbed 1.7% to a record close on Wednesday. Also helping gains was news that South Korea&#8217;s SK Hynix and U.S.-based <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-3\">Micron<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> became the latest chip-related companies to reach $1 trillion in market value.<\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>&#8220;Now we&#8217;re spending $100 [billion], going to $150 billion in Taiwan each year,&#8221; Huang said in Taipei, noting that&#8217;s up from $10 billion to $15 billion annually just four or five years ago.<\/p>\n<p>By the end of the year, Nvidia will begin building a new office complex called Constellation, which can accommodate 4,000 employees in northern Taipei when it opens in 2030, he said. That would be four times the company&#8217;s existing headcount in Taiwan.<\/p>\n<p>Shares of Taiwan chip manufacturing giant <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-5\">TSMC<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> closed 1.3% higher on Wednesday, while <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-6\">MediaTek<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> gained 8.8% and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-7\">Delta Electronics<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> rose by 7.2%. The three stocks \u2014 all semiconductor industry giants \u2014 are the largest companies by market capitalization on the Taiex index.<\/p>\n<p>Nvidia designs chips while TSMC manufactures them. Nvidia is expected to surpass Apple this year as TSMC&#8217;s largest customer.<\/p>\n<p>A $150 billion annual outlay in Taiwan would be among Nvidia&#8217;s largest spending plans to date, and exceed what the company made in revenue in a single quarter. The company reported a record $81.6 billion in revenue in the quarter ended April 26, and predicts $91 billion in revenue for the current quarter.<\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>The company has announced plans to invest $500 billion in AI infrastructure in the U.S. with local manufacturers over four years \u2014 which averages out to $125 billion annually in U.S. value creation.<\/p>\n<\/div>\n<h2 class=\"ArticleBody-subtitle\">China race accelerates<\/h2>\n<div class=\"group\">\n<p>The investment comes as Nvidia faces growing regulatory hurdles in selling to the mainland Chinese market. Revenue from Taiwan surged by more than 50% from a year ago in the latest quarter, while revenue from mainland China and Hong Kong halved. <\/p>\n<p>Shares of leading mainland China chip players including SMIC tumbled on Wednesday, with Cambricon falling 5% and Hygon down 7%. <\/p>\n<p>The shares had rallied earlier in the week after Chinese telecom giant Huawei announced Monday morning that it had developed a new approach to producing advanced semiconductors. The company plans to use its new &#8220;LogicFolding&#8221; engineering in a smartphone chip this fall, and in its Ascend chips that power data centers &#8220;by around 2030.&#8221;<\/p>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108310225\"><\/div>\n<div class=\"group\">\n<p>Earlier this month, widely followed venture capitalist Chamath Palihapitiya also said Taiwan could become less important to global semiconductor development in 18 months due to advances by U.S.-based Neuralink.<\/p>\n<p>&#8220;Taiwan is the epicenter of the AI revolution,&#8221; Huang said Wednesday.<\/p>\n<p>AI combined with hardware, or &#8220;physical AI,&#8221; is going to &#8220;transform manufacturing,&#8221; Huang added. &#8220;In Taiwan, our partners will benefit from all our technologies that will transform manufacturing.&#8221;\u00a0<\/p>\n<p><em>\u2014CNBC&#8217;s Katie Tarasov contributed to this report<\/em><\/p>\n<\/div>\n<div id=\"ArticleBody-MobileAdhesion\" class=\"MobileAdhesion-container\" data-module=\"mps-slot\"><\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"RegularArticle-GooglePreferredSource-5\">\n<div class=\"ArticleBody-googlePreferredSourceBorder\"><\/div>\n<p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/p><\/div>\n<hr \/>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In this article 2330-TW 2454-TW 2308-TW NVDA AAPL MU Follow your favorite stocksCREATE FREE ACCOUNT Nvidia CEO Jensen Huang announced plans for a new campus<\/p>","protected":false},"author":1,"featured_media":382492,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108312317-1779864357054-052726_Constellation_All_Employee_Celebration_2_3.JPG","fifu_image_alt":"Taiwan chip stocks climb after Nvidia announces $150 billion spending plans","footnotes":""},"categories":[11],"tags":[1221,720,1213,1002,101],"class_list":["post-382491","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inv-business","tag-announces","tag-billion","tag-chip","tag-plans","tag-stocks"],"_links":{"self":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382491","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/comments?post=382491"}],"version-history":[{"count":0,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382491\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media\/382492"}],"wp:attachment":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media?parent=382491"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/categories?post=382491"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/tags?post=382491"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}