Nvidia CEO Visits TSMC in Taipei, Engages in Discussions with US Regarding New China Chip
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 22 2025
0mins
Should l Buy NVDA?
Source: Reuters
Nvidia CEO's Visit to TSMC: Jensen Huang visited TSMC in Taipei to thank them for their collaboration on new chip designs, including a revolutionary architecture with six new chips taped out.
Challenges with H20 Chip Sales: Nvidia has halted work on the H20 chip due to security concerns raised by Chinese authorities and is managing its existing inventory while awaiting orders from Chinese customers.
New AI Chip Development: The company is developing a successor to the H20 chip, tentatively named B30A, but any sales to China depend on U.S. government approval.
U.S.-China Relations Impacting Business: Rising tensions between Washington and Beijing over technology access are influencing Nvidia's operations, as evidenced by recent restrictions and discussions regarding chip sales.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 183.910
Low
200.00
Averages
264.97
High
352.00
Current: 183.910
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Accelerating Revenue Growth: Wall Street analysts project Nvidia's revenue growth to reach 79% next quarter and 85% the following quarter, indicating a reversal of previous tapering trends, which will significantly boost investor confidence and market expectations.
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- Talent Investment and Local Expansion: During the project pause, OpenAI is still investing in talent and expanding its local presence in the UK, aiming to support the government's commitment to adopting frontier AI in public services, demonstrating the company's ongoing commitment to the market.
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