{"id":261571,"date":"2026-01-31T21:50:09","date_gmt":"2026-01-31T21:50:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/261571\/"},"modified":"2026-01-31T21:50:09","modified_gmt":"2026-01-31T21:50:09","slug":"nvidia-ceo-jensen-huang-says-ai-memory-needs-are-rising-during-taiwan-trip-backs-tsmcs-global-expansion-dismisses-china-h200-rumors","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/261571\/","title":{"rendered":"Nvidia CEO Jensen Huang Says AI Memory Needs Are Rising During Taiwan Trip, Backs TSMC&#8217;s Global Expansion, Dismisses China H200 Rumors"},"content":{"rendered":"\n<p class=\"yf-vbsvxt\">On Thursday, Nvidia Corp <a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/NVDA?nid=50286853&amp;utm_campaign=partner_feed&amp;utm_content=site&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-i13n=\"elm:affiliate_link;elmt:premonetized\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:(NASDAQ:;elm:affiliate_link;elmt:premonetized;itc:0;sec:content-canvas\">(NASDAQ:<\/a><a class=\"link \" href=\"http:\/\/finance.yahoo.com\/q?s=NVDA\" rel=\"nofollow noopener\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas\" target=\"_blank\">NVDA<\/a>) CEO Jensen Huang said during a visit to Taiwan that surging AI demand is rapidly increasing the need for advanced memory.<\/p>\n<p class=\"yf-vbsvxt\">Huang said the future of artificial intelligence will be shaped as much by memory as by computing power, reported UDN, one of the leading media platforms in Taiwan.<\/p>\n<p class=\"yf-vbsvxt\">He noted that modern AI models need to think, respond and reason at extremely high speeds, driving a sharp rise in memory capacity requirements across the industry.<\/p>\n<p class=\"yf-vbsvxt\">Don&#8217;t Miss:<\/p>\n<p class=\"yf-vbsvxt\">The Nvidia CEO also highlighted that the company collaborates with <a href=\"https:\/\/www.benzinga.com\/analyst-stock-ratings\/analyst-color\/26\/01\/49943743\/nvidia-micron-lead-top-semiconductor-picks-ai-bubble-concerns-have-not-derailed-outlook-analyst?nid=50286853&amp;utm_campaign=partner_feed&amp;utm_content=site&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" rel=\"sponsored nofollow noopener\" data-i13n=\"elm:affiliate_link;elmt:premonetized\" target=\"_blank\" data-ylk=\"slk:every major high-bandwidth memory supplier;elm:affiliate_link;elmt:premonetized;itc:0;sec:content-canvas\" class=\"link \">every major high-bandwidth memory supplier<\/a>, including SK Hynix, Samsung Electronics <a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/SSNLF?nid=50286853&amp;utm_campaign=partner_feed&amp;utm_content=site&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-i13n=\"elm:affiliate_link;elmt:premonetized\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:(OTC:;elm:affiliate_link;elmt:premonetized;itc:0;sec:content-canvas\">(OTC:<\/a><a class=\"link \" href=\"http:\/\/finance.yahoo.com\/q?s=SSNLF\" rel=\"nofollow noopener\" data-ylk=\"slk:SSNLF;elm:context_link;itc:0;sec:content-canvas\" target=\"_blank\">SSNLF<\/a>) and Micron Technology Inc <a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/MU?nid=50286853&amp;utm_campaign=partner_feed&amp;utm_content=site&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-i13n=\"elm:affiliate_link;elmt:premonetized\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:(NASDAQ:;elm:affiliate_link;elmt:premonetized;itc:0;sec:content-canvas\">(NASDAQ:<\/a><a class=\"link \" href=\"http:\/\/finance.yahoo.com\/q?s=MU\" rel=\"nofollow noopener\" data-ylk=\"slk:MU;elm:context_link;itc:0;sec:content-canvas\" target=\"_blank\">MU<\/a>).<\/p>\n<p class=\"yf-vbsvxt\">He said Nvidia relies heavily on these partners to meet soaring demand this year.<\/p>\n<p class=\"yf-vbsvxt\">Huang rejected concerns that the U.S. has shifted about 40% of Taiwan&#8217;s semiconductor manufacturing capacity stateside.<\/p>\n<p class=\"yf-vbsvxt\">Instead, he said global chip production should be viewed as expanding, with new capacity being added in the U.S., Europe and Japan while Taiwan remains a key manufacturing hub.<\/p>\n<p class=\"yf-vbsvxt\">Trending: <a href=\"https:\/\/www.benzinga.com\/money\/masterworks-blue-chip?nid=50286853&amp;utm_campaign=partner_feed&amp;utm_content=site&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" rel=\"sponsored nofollow noopener\" data-i13n=\"elm:affiliate_link;elmt:premonetized\" target=\"_blank\" data-ylk=\"slk:Blue-chip art has historically outpaced the S&amp;P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors.;elm:affiliate_link;elmt:premonetized;itc:0;sec:content-canvas\" class=\"link \">Blue-chip art has historically outpaced the S&amp;P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors.<\/a><\/p>\n<p class=\"yf-vbsvxt\">Huang praised Taiwan Semiconductor Manufacturing Co. <a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/TSM?nid=50286853&amp;utm_campaign=partner_feed&amp;utm_content=site&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-i13n=\"elm:affiliate_link;elmt:premonetized\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:(NYSE:;elm:affiliate_link;elmt:premonetized;itc:0;sec:content-canvas\">(NYSE:<\/a><a class=\"link \" href=\"http:\/\/finance.yahoo.com\/q?s=TSM\" rel=\"nofollow noopener\" data-ylk=\"slk:TSM;elm:context_link;itc:0;sec:content-canvas\" target=\"_blank\">TSM<\/a>) as the <a href=\"https:\/\/www.benzinga.com\/markets\/tech\/26\/01\/49683132\/jensen-huang-to-visit-taiwan-as-nvidia-plans-taipei-headquarters-amid-tsmc-capacity-strain-report?nid=50286853&amp;utm_campaign=partner_feed&amp;utm_content=site&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" rel=\"sponsored nofollow noopener\" data-i13n=\"elm:affiliate_link;elmt:premonetized\" target=\"_blank\" data-ylk=\"slk:world&#039;s best foundry partner;elm:affiliate_link;elmt:premonetized;itc:0;sec:content-canvas\" class=\"link \">world&#8217;s best foundry partner<\/a>, citing its technology leadership, execution and flexibility.<\/p>\n<p class=\"yf-vbsvxt\">He said TSMC will need to significantly scale capacity over the next decade, with most production staying in Taiwan alongside overseas expansion.<\/p>\n<p class=\"yf-vbsvxt\">Huang dismissed rumors circulating in mainland China that Nvidia&#8217;s H200 AI chips have received regulatory approval, saying no orders have been placed and final clearance is still pending.<\/p>\n<p class=\"yf-vbsvxt\">If approval comes, he said, Nvidia is prepared to move quickly with partners to deliver products.<\/p>\n<p class=\"yf-vbsvxt\">Previously, it was reported that the clearance was granted during Huang&#8217;s visit to China, where he&#8217;s kicking off the company&#8217;s annual events ahead of the Lunar New Year in mid-February.<\/p>\n<p class=\"yf-vbsvxt\">See Also: Private-Market Real Estate Without the Crowdfunding Risk\u2014<a href=\"https:\/\/www.benzinga.com\/money\/lighthouse-direct-private-market?nid=50286853&amp;utm_campaign=partner_feed&amp;utm_content=site&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" rel=\"sponsored nofollow noopener\" data-i13n=\"elm:affiliate_link;elmt:premonetized\" target=\"_blank\" data-ylk=\"slk:Direct Access to Institutional-Grade Deals Managed by a $12B+ Real Estate Firm;elm:affiliate_link;elmt:premonetized;itc:0;sec:content-canvas\" class=\"link \">Direct Access to Institutional-Grade Deals Managed by a $12B+ Real Estate Firm<\/a><\/p>\n<p class=\"yf-vbsvxt\">Nvidia&#8217;s H200 AI chip has become a flashpoint in U.S.-China tech tensions. While Washington has approved shipments, Beijing has yet to fully clear imports.<\/p>\n","protected":false},"excerpt":{"rendered":"On Thursday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said during a visit to Taiwan that surging AI demand&hellip;\n","protected":false},"author":2,"featured_media":261572,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,18973,111,139,1042,69,6064,145],"class_list":{"0":"post-261571","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-jensen-huang","12":"tag-new-zealand","13":"tag-newzealand","14":"tag-nvidia","15":"tag-nz","16":"tag-taiwan","17":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/261571","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=261571"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/261571\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/261572"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=261571"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=261571"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=261571"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}