Topic: #taiwan
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Nvidia, SPIL plan Taiwan optical engine expansion as Spectrum-X CPO ramps
Nvidia and SPIL plan to expand optical engine capacity in Taiwan. Demand comes from Nvidia's Spectrum-X Ethernet Photonics switches, which reached full production in mid-August 2026.
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Nvidia's Huang tells Lex Fridman US export controls should be 'extremely selective'
Nvidia CEO Jensen Huang argued on a Lex Fridman podcast released October 13, 2026, that US export controls on advanced computing should be 'extremely selective,' warning broad restrictions could backfire, Crypto Briefing reported.
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Taiwan Central Bank cuts debt sales to boost banking liquidity
Taiwan's Central Bank reduced outstanding certificates of deposit by roughly 21% in 2026, shifting from liquidity absorption to injection to support lending in AI and electronics sectors.
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TSMC's $250B US investment shields Taiwan's chip dominance from geopolitical risk
Taiwan Semiconductor Manufacturing is funneling $250 billion into US chip production under a January 2026 trade deal while keeping its most advanced 2nm nodes at home, strengthening deterrence against military disruption and deepening Taiwan's economic ties with Washington.