// Global Analysis Archive
Nvidia CEO Jensen Huang used a high-profile Taiwan visit to press key suppliers, especially TSMC, to expand capacity amid strong 2026 AI demand. He also warned that memory chip shortages could become a critical bottleneck for AI server deliveries and broader supply-chain throughput.
In January 2026, the US reportedly shifted advanced AI semiconductor export controls to a case-by-case licensing model while adding a Section 232 tariff-and-routing mechanism that raises costs and increases oversight for China-bound shipments. China’s cautious procurement posture and accelerated localization measures suggest continued supply-chain bifurcation and elevated policy volatility into 2026.
Nvidia CEO Jensen Huang used a high-profile Taiwan visit to press key suppliers, especially TSMC, to expand capacity amid strong 2026 AI demand. He also warned that memory chip shortages could become a critical bottleneck for AI server deliveries and broader supply-chain throughput.
In January 2026, the US reportedly shifted advanced AI semiconductor export controls to a case-by-case licensing model while adding a Section 232 tariff-and-routing mechanism that raises costs and increases oversight for China-bound shipments. China’s cautious procurement posture and accelerated localization measures suggest continued supply-chain bifurcation and elevated policy volatility into 2026.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-472 | Huang’s Taiwan Push Signals 2026 AI Boom—and a Memory Supply Squeeze | Nvidia | 2026-02-01 | 0 | ACCESS » |
| RPT-403 | Washington Recalibrates AI Chip Controls as Beijing Tightens Self-Reliance Push | Semiconductors | 2026-01-30 | 0 | ACCESS » |