At Taiwan’s annual Computex commerce present subsequent week, the highlight is anticipated to fall, as soon as once more, on Nvidia CEO Jensen Huang and the most recent in Synthetic Intelligence (AI), but additionally on the potential destablising influence of upper US tariffs.
Huang, who final yr sparked “Jensanity” from avid followers on the truthful, Qualcomm CEO Cristiano Amon and Foxconn Chairman Younger Liu can be amongst prime executives attending.
Computex, which runs Could 20-23 and is anticipated to have 1,400 exhibitors, marks the primary main gathering of pc and chip bosses in Asia since US President Donald Trump threatened sweeping reciprocal tariffs in April, pushing corporations to provide extra in america.
“If final yr’s headline was AI PCs, this yr it is in all probability going to be about collaboration, pushed by the macroeconomics,” stated Ian Cutress, chief analyst at consulting agency Extra Than Moore.
Huang, who’s scheduled to ship a keynote speech on Monday, is anticipated to announce extra Nvidia partnerships with AI server companies in Taiwan, reminiscent of Foxconn and Quanta.
“Clearly, Nvidia depends lots on the Taiwanese ecosystem to ship,” Cutress stated. “There could also be some kind of nod to the political tariff state of affairs.”
Nvidia stated in April it will produce AI servers price $500 billion (roughly Rs. 42,77,939 crore) within the US over 4 years, working with corporations like TSMC, Foxconn and Wistron.
Nvidia and AMD additionally should cope with tighter export controls on gross sales of superior AI graphics processing items to China.
Qualcomm stated it’s going to present updates on its AI PC developments whereas MediaTek plans to stipulate its imaginative and prescient for edge AI, which includes working AI software program on units close to the info supply, in addition to cloud AI.
AMD will talk about its developments in gaming and AI-powered private computer systems.
Intel’s new CEO Lip-Bu Tan doesn’t plan to talk publicly at Computex this yr however will host a non-public dinner with Taiwanese companions.
Taiwan’s Advantech, the world’s largest maker of commercial computer systems, will return after a decade-long absence with plans to showcase its AI methods.
Its chairman, Okay.C. Liu, stated this month that Huang had executed a lot to assist the present evolve from being centered on shopper items reminiscent of laptops to at least one that highlights technological advances and brings much-needed publicity to merchandise for companies.
“Taiwan has additionally modified,” Liu stated. “The whole trade has shifted towards AI, so it is now not sufficient to focus solely on B2C merchandise.”
© Thomson Reuters 2025
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