NVIDIA’s Taiwanese Partners: Taiwan Can Play More Critical Roles
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Collected in Robin Shen’s Field Notes · Content type and attribution are shown above
English translation of the Chinese post originally published 2023-05-19. Translated 2026-10-31 with AI assistance. Historical figures and claims have not been updated or independently verified. 中文原文
Reading guide
Robin notes that NVIDIA’s Taiwanese partners include both major hardware companies and nascent software startups. Amid the AI wave, the transition from old to new, and hardware–software integration, he believes Taiwan can play more critical roles. He cites NVIDIA’s market capitalization that day as approximately US$783.4 billion, the fifth largest in the U.S. market; these figures are as of May 19, 2023, and have not been independently verified. He hopes this will help Taiwan keep upgrading and transforming in AI. He ends with a retrospective quip: investing several years earlier, when the market capitalization was around US$20 billion, would have produced roughly a fortyfold return over seven years. This is not investment advice.
Key points
- NVIDIA’s Taiwanese partners include major hardware companies and software startups.
- The AI wave and hardware–software integration offer Taiwan more critical roles.
- The market-capitalization figures refer to May 19, 2023, and have not been independently verified.
- The fortyfold-return comment is Robin’s retrospective quip, not investment advice.
Full text — English translation
These articles are personal notes, book excerpts, and collected reprints. Figures and events reflect the time of the original publication, are not current information, and do not constitute investment advice.
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