黃仁勳:購買台積電(TSM.US)股票是非常好投資
Nvidia(NVDA.US)行政總裁黃仁勳今日(22日)抵達台北,拜會台積電(TSM.US)董事長魏哲家。他稱,認為台積電是人類歷史上最偉大的公司之一,任何購買台積電股票的人都是非常聰明的人,因這是一項非常好的投資。
黃仁勳提到,Nvidia即將推出新一代更先進Rubin平台,同時有六種產品設計定案並已向台積電下單,包括CPU、GPU、NVLINK交換器晶片、網通晶片與交換器晶片,以及矽光子交換器晶片等。他又稱,Nvidia在台灣有很多員工,公司的供應鏈在當地非常活躍,未來仍會繼續擴張。同時,公司亦會與台灣的晶片公司、系統供應商與製造商密切合作。
此前,美國總統特朗普稱,Nvidia及AMD(AMD.US)同意將對中國晶片銷售收入的15%上繳予美國政府。黃仁勳表示,非常感激美國政府批准對中國出口H20晶片的許可,由於中國客戶亦在拓展AI業務,因此相信需求是非常龐大,認為H20晶片出口到中國並不構成國安問題,對美國及中國市場皆有利。
被問及美國將宣布半導體關稅稅率時,黃仁勳表示,未有向美國政府提供出任何建議,但有向特朗普匯報美國AI技術累積的重要性,認為不管有沒有美國參與,AI都會在全球持續發展。當AI產業正在形成時,目前最重要的是讓美國的AI技術出口最大化。
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