Trump's team seeks Taiwan's assistance in training workers for US chip manufacturing, sources reveal.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy NVDA?
Source: Reuters
Taiwan-U.S. Trade Negotiations: The U.S. is negotiating a deal with Taiwan that may involve Taiwanese companies, including TSMC, investing in U.S. semiconductor manufacturing and training American workers, while Taiwan seeks to reduce tariffs on its exports to the U.S.
Investment Comparisons: Taiwan's proposed investment in the U.S. is expected to be smaller than those pledged by South Korea and Japan, which have committed $350 billion and $550 billion, respectively, to reduce U.S. tariffs.
Challenges in U.S. Operations: TSMC has faced difficulties in finding skilled workers for its U.S. projects, leading to increased costs and delays in building its new factory in Arizona.
Geopolitical Implications: Any agreement with Taiwan could provoke tensions with China, as Taiwan is claimed by Beijing, and the U.S. remains Taiwan's key international supporter despite the absence of formal diplomatic relations.
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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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