Overview

• Huang met TSMC executives in Taiwan during a brief stop centered on next-generation GPU plans.
• He said NVIDIA’s Vera Rubin GPUs have reached tapeout at TSMC, prompting coordination on early production steps.
• He announced GTC will be held in Washington, D.C., on October 27–29 with six new Rubin AI GPUs slated for debut.
• He rejected claims of H20 security backdoors and thanked the U.S. for approving export licenses to China, adding that decisions on future products rest with Washington and remain unsettled.
• Reports from Taiwanese outlets and an analyst suggested talks included tariffs, transfer pricing, and global capacity allocation, which have not been confirmed by the companies.