Trump's team seeks Taiwan's assistance in training workers for US chip manufacturing, sources reveal.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy NVDA?
Source: Reuters
Taiwan-U.S. Trade Negotiations: The U.S. is negotiating a deal with Taiwan that may involve Taiwanese companies, including TSMC, investing in U.S. semiconductor manufacturing and training American workers, while Taiwan seeks to reduce tariffs on its exports to the U.S.
Investment Comparisons: Taiwan's proposed investment in the U.S. is expected to be smaller than those pledged by South Korea and Japan, which have committed $350 billion and $550 billion, respectively, to reduce U.S. tariffs.
Challenges in U.S. Operations: TSMC has faced difficulties in finding skilled workers for its U.S. projects, leading to increased costs and delays in building its new factory in Arizona.
Geopolitical Implications: Any agreement with Taiwan could provoke tensions with China, as Taiwan is claimed by Beijing, and the U.S. remains Taiwan's key international supporter despite the absence of formal diplomatic relations.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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