NVIDIA and Micron to Invest Over NT$4.4 Trillion in Taiwan
nashnova research
Nvidia alone spends over NT$3 trillion (~US$94.4 billion) a year on procurement in Taiwan; combined with Micron the total exceeds NT$4.4 trillion — one of the largest single figures ever disclosed at an official Taiwan event, underscoring the island's lock on the AI chip supply chain.
NT$4.4 trillion — where does the money go?
Taiwan President Lai Ching-te announced at a summit ahead of SEMICON Taiwan 2026: Nvidia's annual investment and procurement in Taiwan exceeds NT$3 trillion (~US$94.4 billion).
Micron continues to expand DRAM and NAND capacity on the island, pushing the combined figure past NT$4.4 trillion.
This means → Nvidia's procurement alone approaches over 4% of Taiwan's annual GDP — the semiconductor ecosystem's dependence on these two giants is far greater than commonly assumed. [unverified]
Why can't Nvidia leave Taiwan?
Nvidia's AI chips rely on Taiwan's local supply chain for all three critical steps: packaging, testing, and foundry fabrication.
In plain terms = Nvidia designs chips but doesn't make them. Every step from bare wafer to finished product runs through a Taiwan factory.
This reflects a deeper reality: Taiwan isn't just "the foundry." From wafer fab to advanced packaging to final test, the entire chain is rooted here.
What role does Micron play?
Micron is steadily expanding DRAM (dynamic random-access memory — the chip that handles short-term data in phones and computers) and NAND (flash storage — the chip for long-term data) capacity in Taiwan.
This means → AI training and inference both devour memory. Micron's Taiwan bet signals that memory-chip capacity expansion is running in lockstep with AI compute.
What does this mean for Taiwan?
NT$4.4 trillion is one of the largest single quantified figures ever disclosed at an official Taiwan event — the island used SEMICON to showcase its strategic pull.
This means → Taiwan is letting the numbers speak: semiconductors are not just an industry — they are a national strategy.
The other side of the coin: whether Nvidia and Micron sustain and grow their Taiwan spending will be the key barometer for the island's semiconductor cycle.
市场有风险，内容仅供研究参考，不构成投资建议。