Nvidia Plans $150 Billion Annual Spending in Taiwan, Highlighting Chip Dependency (xataka.com)

• Nvidia to spend $150B/year in Taiwan, up from $100B.
• Taiwan produces 90% of world's most advanced chips.
• TSMC overseas diversification not expected before 2028.

"Nvidia CEO Jensen Huang announced at Computex 2026 that the company will increase annual spending in Taiwan to $150 billion, emphasizing Taiwan's irreplaceable role in AI chip production. Taiwan produces 90% of the world's most advanced chips, with TSMC controlling 70%. Nvidia is building a new R&D center in Taipei with 4,000 engineers. The announcement comes as the US pushes for chip reindustrialization, but structural factors keep production concentrated in Taiwan."