{"id":22647,"date":"2025-05-19T10:06:25","date_gmt":"2025-05-19T10:06:25","guid":{"rendered":"https:\/\/www.vtmarkets.com\/?p=22647"},"modified":"2025-05-19T10:06:25","modified_gmt":"2025-05-19T10:06:25","slug":"nvidia-doubles-down-on-taiwan-ai-push-amid-tariff-shifts","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/en-ca\/analysis\/nvidia-doubles-down-on-taiwan-ai-push-amid-tariff-shifts\/","title":{"rendered":"Nvidia Doubles Down on Taiwan AI Push Amid Tariff Shifts"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/www.vtmarkets.com\/en-ca\/wp-content\/uploads\/sites\/13\/2026\/03\/image_fx-2025-04-24T152247.288-1024x559.png\" alt=\"\" class=\"wp-image-21196\" \/><\/figure>\n\n\n\n<p><strong>Key Points:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nvidia announces plans to build Taiwan\u2019s first AI supercomputer with Foxconn and TSMC.<\/li>\n\n\n\n<li>Expands hardware ecosystem and partnerships as U.S.-China tariffs evolve.<\/li>\n\n\n\n<li>Stock holds near highs despite 1.09% dip, closing at $134.88.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n\n<p>Nvidia has taken centre stage at the Computex conference in Taipei, unveiling a bold plan to build Taiwan\u2019s first AI supercomputer in collaboration with Foxconn Technology Group and TSMC. The move reinforces Nvidia\u2019s commitment to <a href=\"https:\/\/t.co\/qXsHRgUxuk\">building strategic AI infrastructure in Asia<\/a>, especially as the semiconductor industry faces ongoing uncertainty from global tariffs and shifting supply chains.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Nvidia announces humanoid robotics, customer AI infrastructure offerings at Computex 2025 <a href=\"https:\/\/t.co\/n2Y1s0tCzL\">https:\/\/t.co\/n2Y1s0tCzL<\/a> by <a href=\"https:\/\/twitter.com\/DanielHowley?ref_src=twsrc%5Etfw\">@DanielHowley<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/1924350449848648015?ref_src=twsrc%5Etfw\">May 19, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>At Computex, CEO Jensen Huang called Taiwan &#8220;the epicenter where AI and robotics is going to come from,&#8221; positioning the region as a vital innovation hub. The planned AI supercomputer, developed in partnership with the Taiwanese government, will serve both commercial and academic research. Foxconn will provide infrastructure, while TSMC will deploy the system to accelerate chip research.<\/p>\n\n\n\n<p>The announcement comes as the Biden administration scales back some export controls, including scrapping the \u201cAI diffusion\u201d rule, and signals a <a href=\"https:\/\/t.co\/NXghIBpE9P\">temporary U.S.-China trade truce<\/a>. However, Nvidia must still navigate new licensing requirements to export its H20 chips to China, adding complexity to its strategy. The company plans to maintain its China foothold via a new Shanghai R&amp;D centre.<\/p>\n\n\n\n<p>In parallel, Nvidia has widened its hardware reach by opening its <a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-unveils-nvlink-fusion-for-industry-to-build-semi-custom-ai-infrastructure-with-nvidia-partner-ecosystem\">NVLink Fusion server<\/a> architecture to external developers. Chipmakers like MediaTek and Marvell, as well as hyperscalers including Qualcomm and Fujitsu, are building semicustom CPUs and infrastructure that integrate with Nvidia\u2019s GPU systems. This open ecosystem strategy could dramatically expand Nvidia\u2019s presence in global data centres and diversify revenue beyond core GPU sales.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Technical Analysis<\/h2>\n\n\n\n<p>The Nikkei 225 faced a sharp correction after hitting a high of <strong>37,970.93<\/strong>, pulling back steadily over the past sessions to close at <strong>37,388.18<\/strong>. The index has broken below both the 10- and 30-period moving averages on the 15-minute chart, confirming bearish momentum. The recent drop was accompanied by a negative MACD crossover and widening histogram bars, signalling downside continuation pressure.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/en-ca\/wp-content\/uploads\/sites\/13\/2026\/03\/image-19-1024x443.jpg\" alt=\"\" class=\"wp-image-22648\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em>Picture: Nikkei retreats from 37,970 peak, slides toward 37,300 with bearish momentum firmly in control, as seen on the <\/em><em><a href=\"https:\/\/vtmarketsapp.onelink.me\/CD7D\/240525WA\">VT Markets app<\/a><\/em><\/p>\n\n\n\n<p>Despite an earlier rebound attempt around midday on 17 May, bullish momentum was short-lived. Price action has since formed lower highs and lower lows, pointing to a weakening trend. Support now lies around the <strong>37,300<\/strong> level, with further downside risk if this is breached. Resistance is found near the <strong>37,750\u201337,800<\/strong> region. If the MACD continues to flatten, we may see a short-term consolidation, though the bias remains bearish unless bulls reclaim higher ground above the 30-period MA.<\/p>\n\n\n\n<p>Further cementing its global reach, Nvidia also recently announced a deal to deliver thousands of AI chips to Saudi Arabia, expanding into the Middle East as regional demand for generative AI surges.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Cautious Forecast<\/h2>\n\n\n\n<p>Nvidia\u2019s near-term price action may remain range-bound, with support near $132 and resistance at $136.50. A breakout above this level could signal renewed bullish momentum. However, any renewed volatility in U.S. tariff policy or <a href=\"https:\/\/www.cnbc.com\/2025\/05\/14\/ai-chip-export-rules-nvidia.html\">chip export regulations<\/a> could trigger reactive swings. Traders should watch upcoming trade negotiations and new AI regulation frameworks for directional cues.<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">Create your live VT Markets account<\/a><\/strong><strong> and <\/strong><strong><a href=\"https:\/\/myaccount.vtmarkets.com\/login?_gl=1*1azgbap*_gcl_au*NjE5NTE3MjY4LjE3NDQ2MDA3NDI.*_ga*MTY4OTgwNTU5Mi4xNzM2NzQ2MTgy*_ga_J26NL1ZVX7*czE3NDQ5NDQ0NTYkbzEyMCRnMCR0MTc0NDk0NDQ1NiRqNjAkbDAkaDA.\">start trading<\/a><\/strong><strong> now.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>US chip giant expands presence in Asia with supercomputer, key partnerships and open server ecosystem. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":64,"featured_media":21196,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[74],"class_list":["post-22647","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis","tag-nvidia"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/posts\/22647","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/users\/64"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/comments?post=22647"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/posts\/22647\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/media\/21196"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/media?parent=22647"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/categories?post=22647"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-ca\/wp-json\/wp\/v2\/tags?post=22647"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}