Comment Re:They must not think China is going to take Taiw (Score 1) 47
It's a general rule-of-thumb that no business invests where there's uncertainty. Case-in-point: power plants in the US take years if not a decade or more to get going because of the bureaucracy and the fickle nature of politics. Why invest billions into a power plant when it will never get approved within the time frame of one administration and the next one will change the rules of the game?
So this suggests the stability of Taiwan for the next 5+ years. Then again, another way to look at it might be that Nvidia is effectively bribing China to leave them alone.