NVIDIA CEO’s Taiwan Visit Aimed to Discuss ‘Profit-Sharing’ Chip Deal with TSMC and China Amid Trump’s Interests

Amid swirling rumors, NVIDIA’s CEO Jensen Huang’s recent trip to Taiwan appears to have profound implications beyond routine corporate affairs. Reports suggest he was tasked with delivering messages linked to the Trump administration.

In recent weeks, President Trump proposed a controversial deal targeting American chip manufacturers, mandating companies like NVIDIA and AMD to remit 15% of their revenue on semiconductor sales to China. While an official agreement has yet to be established, indications are that the administration seeks to exert significant control over domestic tech firms. According to a report by Taiwanese news outlet CNA, Jensen Huang’s visit was to alert TSMC about potential revenue-sharing arrangements as part of this emerging initiative.

The report asserts that Huang’s unexpected presence in Taiwan was meant to inform TSMC about the need to engage in a cooperative deal with the U. S.government, enabling the sale of AI chips to the Chinese market. While these developments may not align with NVIDIA’s original expectations, the Trump administration appears intent on integrating the entire semiconductor supply chain into this revenue-sharing framework to facilitate access to Chinese consumers. It is important to treat this information cautiously, as it remains unverified by official sources.

In addition to revenue-sharing discussions, Huang’s visit primarily focused on overseeing the production rollout of the Rubin AI series, particularly the anticipated release of six new chips associated with the Vera Rubin lineup. Huang acknowledged TSMC’s crucial role in NVIDIA’s operation, noting that the Taiwanese semiconductor leader would experience a surge in demand in the coming months due to their collaboration.

Looking forward, it will be intriguing to monitor the dynamics of NVIDIA’s business activities in China. A substantial barrier is the Chinese government’s push for local tech companies to develop in-house solutions, potentially complicating NVIDIA’s growth strategy in one of its largest markets.

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