Tech Giants Converge for COMPUTEX: Taiwan-US-Korea AI Alliance Takes Shape

The COMPUTEX exhibition will kick off next week, putting Taiwan back in the global spotlight. In addition to Intel CEO Pat Gelsinger's visit, top executives from major Korean firms, including SK Group Chairman Chey Tae-won, are flying to Taiwan to attend a dinner hosted by NVIDIA CEO Jensen Huang on June 1. The 2026 COMPUTEX, starting June 2, features speakers from companies with a combined market cap of over $10 trillion. While NVIDIA and Intel were once seen as rivals, Huang recently highlighted their "great partnership." Experts point out that with the tight integration of AI chips and High Bandwidth Memory (HBM), the Taiwanese and Korean industries are moving from pure competition to a new type of "coopetition." Liu Pei-chen of the Taiwan Institute of Economic Research notes that Intel and TSMC are building a symbiotic relationship to maximize profits amidst the AI boom. Furthermore, the frequent visits by Korean giants like Samsung's Lee Jae-yong reflect a strategic push to ensure their memory products are integrated into mainstream AI server architectures. This proves that the AI race is no longer a solo effort but a battle of cross-border supply chain alliances.