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 impression 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 will likely be amongst high executives attending.
Computex, which runs Might 20-23 and is anticipated to have 1,400 exhibitors, marks the primary main gathering of laptop and chip bosses in Asia since US President Donald Trump threatened sweeping reciprocal tariffs in April, pushing firms to provide extra in the USA.
“If final yr’s headline was AI PCs, this yr it is most likely going to be about collaboration, pushed by the macroeconomics,” mentioned 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 corporations in Taiwan, reminiscent of Foxconn and Quanta.
“Clearly, Nvidia depends quite a bit on the Taiwanese ecosystem to ship,” Cutress mentioned. “There could also be some form of nod to the political tariff scenario.”
Nvidia mentioned in April it could produce AI servers value $500 billion (roughly Rs. 42,77,939 crore) within the US over 4 years, working with firms 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 mentioned it can 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 information supply, in addition to cloud AI.
AMD will focus on 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 programs.
Its chairman, Ok.C. Liu, mentioned this month that Huang had executed a lot to assist the present evolve from being centered on client items reminiscent of laptops to 1 that highlights technological advances and brings much-needed publicity to merchandise for companies.
“Taiwan has additionally modified,” Liu mentioned. “Your complete business has shifted towards AI, so it is not sufficient to focus solely on B2C merchandise.”
© Thomson Reuters 2025
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