During the inauguration ceremony of SPIL on January 16, Nvidia founder and CEO Jensen Huang stated that the Blackwell system has now fully entered production, which will gradually enhance CoWoS-L capacity. He further stated that "physical AI," the combination of AI and robotics, presents a significant opportunity for Taiwan.
Huang noted that Taiwan has demonstrated strong capabilities in technological breakthroughs and supply chain flexibility. The production capacity of CoWoS technology has quadrupled within just two years, particularly with rapid advancements in the more complex CoWoS-L technology. As Blackwell enters full production, these breakthroughs will continue to drive Nvidia's technological evolution.
He also highlighted that Nvidia has collaborated with SPIL for over 27 years. When discussing partnerships with TSMC, SPIL was specifically designated as the packaging partner. Their business contributions have increased tenfold over the past decade, showcasing meaningful growth in high-tech fields through their collaboration. Huang expressed gratitude towards the SPIL team for their continuous progress together.
SPIL chairman C.W. Tsai remarked that despite the changing environment and increasingly complex technologies since Huang entrusted them with a mission, they must deliver.
Huang pointed out that AI has become a cornerstone in sectors such as healthcare, transportation, and manufacturing. He urged Taiwan to increase investments in its AI ecosystem, including establishing AI supercomputers to support students, researchers, and businesses in applying AI technologies.
He believes that the next phase of AI is "physical AI," presenting a major opportunity for Taiwan's globally leading electronics manufacturing industry.
Huang stated that Nvidia is accelerating its transition from the Hopper architecture (based on CoWoS-S technology) to Blackwell (based on CoWoS-L technology), gradually enhancing the capacity of CoWoS-L.
He stressed that the technology behind Blackwell is extremely complex, making it currently the most sophisticated computing system in the world. Each Blackwell system weighs 3,000 pounds and contains 600,000 components, equivalent to the total number of parts in 30 cars, with a weight comparable to that of an automobile but with far greater technical complexity.
Huang stated that Blackwell is now fully in production and has begun shipping to global customers. Although engineering challenges are expected during the development of such a complex system, they have successfully entered full production.
He affirmed that Nvidia will continue to promote technological innovation and collaborate with global partners to shape the future of AI. He also extended special thanks to Taiwan's supply chain and partners for their long-standing support and expressed anticipation for continued cooperation toward new milestones.
As for the ongoing public interest regarding the location of Nvidia's overseas headquarters, Huang mentioned that he is still evaluating options. With the company's continued growth, there is a need for larger operational bases, but he remains uncertain whether the final choice will be Taipei or Taichung.
Deepening partnership between Nvidia and SPIL
Huang's visit to Taiwan at the start of the year has garnered much attention. In addition to attending the year-end party for Nvidia's Taipei branch on January 17, he is expected to meet with relevant Taiwanese supply chain partners.
However, his first stop at SPIL's new facility in Tanzi symbolizes the deepening partnership between Nvidia and SPIL, injecting more momentum and anticipation into Taiwan's AI industry.
Huang also noted that the official opening of the SPIL Tanzi plant represents a significant step for both Nvidia and SPIL, symbolizing their advancement toward new milestones in computer computing technology.