Framing Analysis
Nvidia plans annual spending of up to $150 billion on Taiwanese supply chain partners and expansion to 4,000 employees in Taiwan, according to Nikkei Asia. SK Hynix and Micron have each reached $1 trillion market capitalizations, with SK Hynix unveiling HBM cooling technology and South Korea's KOSPI reaching a record high, per BBC reporting. CEO Jensen Huang visited Taipei on May 27, 2026.