Taiwan Market Surges as Nvidia Unleashes Massive $150bn Taipei Expansion Plan

Nvidia plans a new Taipei campus, Constellation, and says annual spending in Taiwan could rise to as much as $150 billion.

The announcement sent Taiwan’s stock market higher, with semiconductor and AI-linked shares leading the gains.

Chinese chip stocks fell as investors viewed the move as a sign of Nvidia’s deeper alignment with Taiwan.

The expansion highlights Taiwan’s central role in Nvidia’s AI supply chain amid continuing U.S.-China tech tensions.