TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions.
NVIDIA CEO Jensen Huang visited Taiwan again today (August 22), marking his third trip this year. According to Liberty Times, he said the visit was to prepare for the upcoming mass production of the Rubin platform, adding that he would personally meet with TSMC Chairman C.C. Wei to thank the company for its support.
The report notes that NVIDIA’s Rubin platform will enter trial production at TSMC this October, with final design completion expected by March, 2026, and large-scale mass production beginning in the second quarter.
Notably, as reported by Yahoo! News, Huang also mentioned that under the Rubin architecture, NVIDIA has already taped out six new chips at TSMC, including a CPU, a GPU, an upgraded NVLink switch, a new network chip, a new network switch, and a silicon photonics processor.
Liberty Times further notes that NVIDIA’s next-generation GPU Rubin and its Arm-based CPU Vera will both be built on TSMC’s 3nm process, reportedly moving to tape-out a quarter earlier than expected.
Supply chain sources estimate that Rubin’s output will be 50% higher than the previous generation, which is expected to drive TSMC’s 3nm capacity to full utilization. With tape-out starting recently, production is likely to begin delivering in December, providing a boost to TSMC’s fourth-quarter revenue, as highlighted by Liberty Times.
Huang Weighs In on H20 and Trump’s TSMC Stake Plans
He further said he was grateful to President Trump for permitting the export of H20 chips to China. As mentioned by Liberty Times, in response to recent concerns in China about possible backdoors, he assured the H20 is completely safe.
Meanwhile, regarding reports that the Trump administration may use chip subsidies to acquire a stake in TSMC, Huang said that anyone seeking to invest in the company is wise, calling it an excellent investment, according to the Liberty Times.
Read more
(Photo credit: NVIDIA)