DorotheaChen

@glitchtruth @nvidianewsroom Jensen also just said 150 partners in Taiwan are helping Nvidia to make Vera Rubin. Nvidia keeps them very busy.

@nvidianewsroom Jensen flies to Taipei because TSMC makes every Blackwell chip. Nvidia owns the design, not the factory. If TSMC sneezes, Nvidia's $3T stops. That's why he lands first, not the customers.

Touchdown, Taipei. NVIDIA CEO Jensen Huang has landed, and the countdown to #NVIDIAGTC at #COMPUTEX2026 is on.

@tan1457980 @TheXiangYang 她的博士論文應該搜尋一下就可以下載。

@TheXiangYang 对了，她的博士论文在哪？

有人退休后，被架出几千人的全国党代会会场公开羞辱，从此消失在人群里；把他架出会场，羞辱他的人却拒绝退休，想活到150岁；而有人退休后，却还是默默关心这块土地、关心年轻人、关心未来，譬如蔡英文。看着看着，反而有点感动，因为她没有用高高在上的姿态离开政治，而是像一个走过风雨的大人，静静陪着下一代继续往前走。 她在北医演讲时说：“改变往往是从一群人愿意听见彼此开始”。这句话其实很温柔。不是煽动、不是仇恨，而是在这个嘈杂的时代里，仍然相信理解、相信对话、相信台湾。有人笑她退而不休，但很多台湾人心里其实懂，那是一种放不下，是爱过这片土地的人，才会有的习惯…

@tan1457980 @TheXiangYang 她是台大本科畢業，美國Cornell 碩士，家裡有錢的要命，教授當了很久才去從政，讀博不像很多有錢人唸成萬年博士生，博士論文口試結束還有後來成為國民黨大官的台灣留學生證明說當時大家一起吃飯慶祝。

@owen7298 因為少子化還有屯房稅。

但死都不降價對嗎（笑 現在台灣景氣好大家都把錢放在股市賺飽飽房市冷沒什麼好奇怪的

@yucelt @mzuhair123 Nowadays, it's all joint development with partners, not one-way shopping.

@yucelt @mzuhair123 Nvidia boss also landed Taiwan yesterday. He said their latest Vera Rubin involved 150 Taiwan suppliers. The same reason AMD has to expand its presence in Taiwan, to stay competitive.

$AMD CEO Rules Out a Potential Foundry Deal With $INTC Right Now, Claiming That Team Red Is "Very Satisfied" with TSMC "The global growth rate of AI (Artificial Intelligence) has exceeded expectations, and TSMC (2330)'s production capacity is in short supply. In addition to vying for orders from TSMC, international giants such as Nvidia and AMD have recently been reported to be turning to Intel and Samsung as second suppliers. In response, AMD Chairman and CEO Lisa Su said today that the supply chain is indeed very tight, but they are currently very satisfied with their partners. TSMC is an excellent partner. With the continued growth in overall AI market demand, TSMC continues to strongly support AMD in expanding its production capacity. AMD has been evaluating and considering the best supply chain solutions, but is currently very satisfied with its cooperative relationship with TSMC. Lisa Su emphasized that the current overall CPU market demand is far higher than expected a year ago, and the CPU market is indeed quite tight. AMD is rapidly expanding its production capacity, which is one of the important reasons for its visit to Taiwan. This is to ensure that AMD can prepare for the significant growth of the CPU market in the future, and has also successfully obtained great support from its Taiwanese supply chain partners."

@Inspector6688 @Qiangguofanzei 在中國威脅要殺人算是言論自由，不算犯法對嗎？

@Qiangguofanzei 能在总统府喊支持中共武统台湾吗？看看有没言论自由

这次去了台湾总统府 其实每个国家的这种官方机构，开放游客的目的都是为了宣传自己的国家。只是独裁国家（比如中国）官方机构都是在宣传党，宣传党带领国家和人民取得了多么大的成就 台湾总统府让我觉得印象最深刻的，是他们的宣传方式会让人很有代入感。整个展览有讲台湾的民主化过程，讲台湾的发展和不易，讲台湾的地理位置和国际的战略地位。让我印象尤其深刻的部分是1996年的台海危机和2014年的太阳花学运。其中出现最多的两个字，就是“民主”，而不是某一个总统或者政客的名字 很多粉红或者是王志安之类的货色，喜欢把台湾和民进党绑定在一起，通过贬低民进党的方式来贬低台湾。但其实，即使是总统府这样的地方，民进党的元素几乎为0，除了在任的总统和副总统。但同时，台湾历任总统的照片都在一个展厅里面，并没有厚此薄彼。通过那个部分，我还学习到了原来蒋介石和蒋经国之间有一个临时的代理总统（这个历史部分我以前确实是不知道的） 每次来台湾都觉得印象深刻，下次回亚洲还来台湾

这是十年前党内初选，川普和卢比奥竞选的视频，笑死我了😂 卢比奥嘲笑川普，说来说去就那五件事，让美国再次伟大，每个人都很愚蠢，赢赢赢……，野鸡大学 喜欢抢话😅 卢比奥针对川普不紧不慢带嘲笑，川普被卢比奥的嘲笑急的跳脚，太好玩了😁

@Intellionaire @dnystedt US-TW tariff deal is mutual investment in AI & chip. Micron bets on TW to compete with Samsung & SK hynix too. The speed of innovation is much faster in TW with complete AI supply chain & everyone next door. TW President also attended Google expanding ceremony last yr.

@dnystedt Why is she investing $10Bn into Taiwan instead of America? Surely the administration will not stand for this with their push for domestic manufacturing (even if it’s investing in TSMC USA, not necessarily Intel)

AMD CEO Lisa Su was asked about rumors AMD may tap Intel for CPU production, responding that she’s highly satisfied with TSMC, ‘an outstanding partner’ – that’s consistently worked to meet AMD’s needs. She said rapidly growing demand for CPUs is a key reason she’s in Taiwan meeting with suppliers. $AMD $TSM $INTC #semiconductors ec.ltn.com.tw/article/breaki…

@ragebaitkitty @business Everyone is setting up or expanding R&D centre in Taiwan, to stay ahead of the game. Intel ex CEO has said, in Taiwan, you can have an idea at breakfast time, develop prototype at noon and start manufacturing in the evening.

@business First question: Does Trump know of this? Second question: What does Xi think of this?

AMD pledges to invest more than $10 billion in Taiwan bloomberg.com/news/articles/…

@Coinvo The more it expands in US, life will be harder for intel & Samsung in US.

@Coinvo But in reality, TW will invest more bcz tsmc boss just said: 'leave no biz on the table'.

CRAZY: 🇺🇸🇹🇼 Taiwan will reportedly invest $500 billion in the U.S. chip industry in exchange for a 15% tariff cut!

@kdapillay @Reuters Bcz years ago GF announced they'd stop making 7nm chips, no plan to make smaller chips. After that, AMD started buying most advanced chips from Taiwan.

@Reuters why aren’t they ramping up at Global Foundries ??

AMD ramping up Taiwan capacity as global CPU market tightens reut.rs/4f2vW48 reut.rs/4f2vW48

@kierstaff55 @RepGregStanton Taiwan has hundreds of chip design companies, US also has hundreds of (bigger) chip design companies. Everyone can buy EUV if they got enough cash. But in the end of day, all US big techs only trust advanced chips from Taiwan for their key products.

@RepGregStanton 1/2 Jeez. Nothing like an "educated" American. Taiwan do not design their own chips; instead, they manufacture chips for hundreds of tech companies globally. Intel or Samsung Electronics by revenues. ASML (Netherlands) do not manufacture the chips themselves, ASML is the ---

Taiwan is the world's leading chip manufacturer and a crucial partner in Arizona's semiconductor boom. We can't afford to let Xi Jinping control that chokepoint. The president needs to stop delaying our defensive arms sale to Taiwan.

@WisdomItod81685 @Reuters The same reason Nvidia boss came to Taiwan 5 times in 2025, to get capacity from suppliers.

@WisdomItod81685 @Reuters There are no others. AI hardware supply chain are dominated by Taiwanese companies. Naturally, all their R&D centres are in Taiwan so AMD expanding its presence in Taiwan & co-invest to stay competitive & hopefully expand market share further.

@trungizzle The same applies to some traditional industry companies in Taiwan. Suddenly, they became part of tsmc supply chain.

Who would have thought a 100-year-old toilet company could become a part of AI boom? TOTO, the Japanese brand famous for toilets and bidets, is now attracting attention from semiconductor giants like TSMC, Samsung, and Micron. The reason? Ceramic technology. In chip manufacturing, wafers need to be held perfectly flat and cooled with extreme precision. That’s where electrostatic chucks come in — ceramic parts that hold wafers firmly in place without scratching them. And TOTO’s century of ceramic craftsmanship suddenly became a hidden advantage. The same obsession with ultra-smooth, stain-resistant toilet surfaces is now helping them build high-precision parts for advanced chips.

@ShamanLuciferOz @_FORAB 如果大幅擴產，也未必需要裁人。

@_FORAB 5年前都是手工的，现在换成机器人了。 没人看到这背后裁了多少人 吗？ 这些能留下来的都是幸存者。 让我想到了一个韩国电影，那个造纸厂的总经理。

我哭了，原来人均年终奖 40 万美金的工厂，大家上班都这么开心。韩国 KBS 纪录片，近期首次公开了 SK 海力士内部样貌，有员工表示一天要工作 8 小时，多数工作有机器人。 按照公司的分红方案，今年员工们预计每人会有 7 亿韩元奖金，约合 46 万美金，前提是芯片需求继续旺盛。