Jensen Huang: Taiwan to see strongest second half ever, NVIDIA new products imminent

NVIDIA CEO Jensen Huang expects the second half of 2026 to be the busiest period in the company's and Taiwan's history. Speaking at a dinner hosted by Quanta Computer Chairman Barry Lam, Huang shared that NVIDIA has a secret new product, previously unannounced, in development. This, alongside upcoming chip architectures like Grace Blackwell and Vera Rubin, will drive the company's significant expansion.

Huang emphasized the strong partnership between NVIDIA and Quanta, highlighting their collaborative efforts in the upcoming busy period. He expressed gratitude for Quanta's support, noting that production volumes are expected to reach record levels. The dinner was attended by key Quanta executives, including Vice Chairman C.C. Leung and CloudVerse President Yancy Huang, as well as Huang's children, emphasizing the deep relationship between the two companies.

Addressing concerns about tight semiconductor manufacturing capacity, particularly TSMC's 3nm and 2nm processes, Huang lauded TSMC as the world's premier chip manufacturer. He stated that NVIDIA's role is to leverage TSMC's technology to create groundbreaking products, asserting that both companies can coexist and achieve great success.

Regarding potential investments in Taiwan's supply chain, Huang expressed honor at the prospect of owning stakes in Taiwanese companies that excel in their respective fields. While NVIDIA currently has no specific investment targets or concrete plans, Huang indicated a willingness to invest if opportunities arise. He noted NVIDIA's growth in Taiwan, from about 10 partners years ago to 150 today, underscoring the importance of celebrating with the entire ecosystem.

Huang also touched upon NVIDIA's future physical presence in Taiwan, acknowledging the high cost and scarcity of land in Taipei. He mentioned plans to house 4,000 talented individuals in the new headquarters. In a lighthearted suggestion, he proposed moving the Taipei International Computer Show to southern Taiwan for a change of scenery. Huang concluded by stating he is preparing his keynote for GTC Taipei, where NVIDIA will announce significant news and thank its partners, reiterating that the latter half of the year will be monumental for both NVIDIA and Taiwan.