Global chip giants converge on Taiwan for Computex

TAIPEI

Global semiconductor chip giants are gathering at Taiwan's top tech expo, Computex, this week to showcase "the next frontier" for an industry dominated by artificial intelligence.

The four-day event will draw computer and chip companies from around the world to Taiwan, whose semiconductor industry is critical to the production of everything from iPhones to the servers that run ChatGPT.

Taiwan produces the bulk of the world's most advanced chips, including those needed for the most powerful AI applications and research.

Nvidia boss Jensen Huang made a keynote speech on the eve of Computex and announced plans for Taiwan's "first AI supercomputer," as he showcased yesterday the company's latest advances in artificial intelligence.

Top executives from Qualcomm, MediaTek and Foxconn will also speak at Computex, where advances in moving AI from data centres into laptops, robots and cars will be in the spotlight.

"From Agentic AI driving smarter personal devices to Physical AI reshaping autonomy, the show maps out the next frontier," specialist research firm Counterpoint said in a note.

Tech expert Paul Yu told AFP the industry was at a "critical juncture" for AI hardware development.

"Over the past two and a half years, significant investment has driven rapid advances in AI technology," said Yu, of Witology Markettrend Research Institute.

"2025 to 2026 will be the crucial period for transitioning AI model training into profitable applications."

While U.S. tariffs were the biggest issue facing the sector, most companies at Computex "will shy away from addressing tariffs directly as the situation is too uncertain," said Eric Smith of specialist platform TechInsights.

Last month, Washington announced a national security probe into imports of semiconductor technology, which could put the industry in the crosshairs of President Donald Trump's trade bazooka and inflict potentially devastating levies.

Export-dependent Taiwan has pledged to increase investment in the United States as it seeks to avoid a 32 percent U.S. tariff on its shipments.

But there are concerns the island could lose its dominance of the chip sector, the so-called "silicon shield" protecting it from an invasion or blockade by China and an incentive for the United States to defend it.

TSMC, the Taiwanese contract chipmaking giant, has unveiled plans to inject an additional $100 billion into the United States, on top of the $65 billion already pledged.

TSMC-supplier GlobalWafers also announced plans last week to increase its U.S. investment by $4 billion as the Taiwanese company opened a wafer facility in the U.S. state Texas.