Rumor

Jensen Huang hosts Taiwan banquet to secure Rubin platform mass production, with TSMC, Delta, and MediaTek in attendance

Friday, January 2, 2026 at 08:01 AM

Jensen Huang is reportedly hosting a "trillion-dollar banquet" in Taiwan, inviting key supply chain partners like TSMC, Delta, and MediaTek. The event's focus is to ensure the smooth mass production and implementation of the NVIDIA Rubin generation AI platform across the entire process, packaging, and system supply chain. Huang is also expected to visit Taiwan in late January 2026 to attend NVIDIA Taiwan's year-end party and visit supply chain partners, following the official announcement of the Rubin platform at CES 2026. This visit emphasizes system-level computing and AI factory concepts, requiring advanced manufacturing and packaging. TSMC remains central to this strategy. Additionally, the NVIDIA/MediaTek N1/N1x AI PC chip, manufactured on TSMC's N3B process, is expected to begin mass production in late May, with Dell as the initial launch brand.

Context

NVIDIA CEO Jensen Huang is slated to visit Taiwan this month to secure the company’s regional supply chain and finalize its first overseas headquarters. The new facility, titled NVIDIA Constellation, will occupy the T17 and T18 sites at Taipei's Beitou Shilin Technology Park. Taipei officials are fast-tracking the land transfer from Shin Kong Life Insurance, aiming for a formal signing ceremony with Mayor Chiang Wan-an before the Lunar New Year in mid-February 2026. The visit also addresses a significant production shortfall for NVIDIA’s H200 AI chips. With Chinese tech firms ordering over 2 million units and current inventory standing at just 700,000, NVIDIA is reportedly negotiating with TSMC to ramp up output starting in the second quarter of 2026. This urgency follows recent U.S. regulatory shifts allowing H200 exports to China. Huang will further host a traditional year-end banquet for local suppliers to solidify partnerships ahead of the Blackwell and Rubin architecture rollouts.

Related Companies

Nvidia
Nvidia
NVDA
US