Nvidia 正在台湾大力扩张，建立了新园区，年度支出增长了十倍, 首席执行官黄仁勋周三宣布,，该芯片制造商计划实现人工智能驱动的增长。
Nvidia is expanding heavily in Taiwan with a new campus and a tenfold increase in annual spending, CEO Jensen Huang announced Wednesday, as the chipmaker plans for artificial intelligence-powered growth.
台湾的 Taix 股票指数周三上涨 1.7%，收盘创历史新高。韩国 SK 海力士和美国美光成为最新一家市值达到 241 万亿美元的芯片相关公司的消息也有助于上涨。
Taiwan的 Taiex stock index climbed 1.7% to a record close on Wednesday. Also helping gains was news that South Korea的 SK Hynix and U.S.-based Micron became the latest chip-related companies to reach $1 trillion in market value.
"现在我们'在台湾每年花费 $100 [illion], 将达到 $1500 亿," 黄在台北, 指出， 就在四五年前，每年从 $100 亿增加到 $150 亿。
"Now we're spending $100 [billion], going to $150 billion in Taiwan each year," Huang said in Taipei, noting that的 up from $10 billion to $15 billion annually just four or five years ago.
他说，到今年年底, Nvidia 将开始在台北北部建造一个名为 Constellation, 的新办公大楼，该大楼将于 2030 年开业, 时可容纳 4,000 名员工。这将是该公司'在台湾现有员工人数的四倍。
By the end of the year, Nvidia will begin building a new office complex called Constellation, which can accommodate 4,000 employees in northern Taipei when it opens in 2030, he said. That would be four times the company的 existing headcount in Taiwan.
台湾芯片制造巨头台积电股价周三收盘上涨 1.3%,，联发科上涨 8.8%，台达电子上涨 7.2%。这三只股票—全部是半导体行业巨头—，是Taiex指数中市值最大的公司。
Shares of Taiwan chip manufacturing giant TSMC closed 1.3% higher on Wednesday, while MediaTek gained 8.8% and Delta Electronics rose by 7.2%. The three stocks — all semiconductor industry giants — are the largest companies by market capitalization on the Taiex index.
英伟达设计芯片，台积电制造芯片。英伟达预计今年将超越苹果，成为台积电'的最大客户。
Nvidia designs chips while TSMC manufactures them. Nvidia is expected to surpass Apple this year as TSMC的 largest customer.
Nvidia 迄今为止最大的支出计划, 在台湾的年度支出将达到 241,500 亿美元，并且超过该公司单季度的收入。该公司报告称，截至 4 月 26, 的季度收入达到创纪录的 24816 亿%，并预计本季度收入将达到 24910 亿%。
A $150 billion annual outlay in Taiwan would be among Nvidia的 largest spending plans to date, and exceed what the company made in revenue in a single quarter. The company reported a record $81.6 billion in revenue in the quarter ended April 26, and predicts $91 billion in revenue for the current quarter.
该公司已宣布计划在四年内与当地制造商一起在美国的人工智能基础设施上投资 245,000 亿%—，平均每年为美国创造价值 241,250 亿%。
The company has announced plans to invest $500 billion in AI infrastructure in the U.S. with local manufacturers over four years — which averages out to $125 billion annually in U.S. value creation.
中国竞赛加速
China race accelerates
此次投资正值英伟达在向中国大陆市场销售产品方面面临越来越多的监管障碍之际。最近一个季度，来自台湾的收入同比增长超过 50%,，而来自中国大陆和香港的收入则减少了一半。
The investment comes as Nvidia faces growing regulatory hurdles in selling to the mainland Chinese market. Revenue from Taiwan surged by more than 50% from a year ago in the latest quarter, while revenue from mainland China and Hong Kong halved.
包括中芯国际在内的中国大陆领先芯片厂商的股价周三暴跌,，其中寒武纪下跌 5%，海光下跌 7%。
Shares of leading mainland China chip players including SMIC tumbled on Wednesday, with Cambricon falling 5% and Hygon down 7%.
中国电信巨头华为周一上午宣布已开发出一种生产先进半导体的新方法后，本周早些时候股价上涨。 The company plans to use its new "LogicFolding" engineering in a smartphone chip this fall, and in its Ascend chips that power data centers "by around 2030."
The shares had rallied earlier in the week after Chinese telecom giant Huawei announced Monday morning that it had developed a new approach to producing advanced semiconductors. The company plans to use its new "LogicFolding" engineering in a smartphone chip this fall, and in its Ascend chips that power data centers "by around 2030."
本月早些时候，, 受到广泛关注的风险投资家 Chamath Palihapitiya 也表示，由于美国 Neuralink 的进步，台湾在 18 个月内对全球半导体发展的重要性可能会下降。
Earlier this month, widely followed venture capitalist Chamath Palihapitiya also said Taiwan could become less important to global semiconductor development in 18 months due to advances by U.S.-based Neuralink.
"台湾是人工智能革命的中心," 黄周三表示。
"Taiwan is the epicenter of the AI revolution," Huang said Wednesday.
人工智能与硬件, 或"物理人工智能," 相结合将"改变制造业," 黄补充道。 "在台湾,，我们的合作伙伴将受益于我们所有能够改变制造业的技术。"
AI combined with hardware, or "physical AI," is going to "transform manufacturing," Huang added. "In Taiwan, our partners will benefit from all our technologies that will transform manufacturing."
—CNBC的 凯蒂·塔拉索夫对此报告做出了贡献
—CNBC的 Katie Tarasov contributed to this report
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