Tech Giants Converge on Taiwan for COMPUTEX, AI Supply Chain Becomes a Battleground

The COMPUTEX event kicks off in June, and tech giants are already making their moves. AMD CEO Lisa Su has arrived in Taiwan, followed by NVIDIA CEO Jensen Huang, who will be active through next week, and Intel CEO Pat Gelsinger, all aiming to secure production capacity. Taiwan's AI supply chain has become a fiercely contested battleground. Liu Pei-chen, director of the Industrial Economics and Knowledge Center at the Taiwan Institute of Economic Research, analyzed that the core purpose of these international chip CEOs visiting Taiwan and increasing investment is to ensure absolute stability in chip production and server shipments amid the explosion in AI computing power. As the AI wave sweeps the globe, AI computing power and infrastructure have become the foundation of national industrial strength. Taiwan's semiconductor and electronics supply chain has ridden this wave, becoming a critical "divine teammate" for global tech giants to win in the AI industry. The importance of Taiwan's AI supply chain is reflected in the unprecedented scale of this year's COMPUTEX, with over 1,500 exhibitors from 33 countries and regions using 6,000 booths. AMD CEO Lisa Su arrived on May 20, announcing an investment of over $10 billion in Taiwan's industrial system to expand strategic partnerships and enhance advanced packaging capacity for next-generation AI infrastructure. Jensen Huang arrived on the 23rd, hosting his customary "trillion-dollar banquet" for supply chain executives, including partners in foundry, packaging, thermal modules, power management, and assembly. He plans to stay for two weeks. Other leaders, including Intel CEO Pat Gelsinger, Qualcomm CEO Cristiano Amon, and Arm CEO Rene Haas, will also deliver keynote speeches, signaling a strong intent to "secure their stakes" in the supply chain. Liu pointed out that Taiwan possesses the world's most complete supply chain, including TSMC's irreplaceable advanced processes and CoWoS packaging, a cluster of IC design firms, and top-tier system integration capabilities from the "Big Five" electronics manufacturers. These visits are not just about securing capacity but about deep collaboration to co-develop next-generation high-end chips. This acts as a counterbalance and complement to U.S. semiconductor reshoring policies, highlighting that despite geopolitical pressure, Taiwan maintains a unique, high-efficiency "one-stop" ecosystem that cannot be easily replicated in the U.S.