Nvidia’s Jensen Huang Headlines The 2025 Edition of Asia’s Biggest Electronics Conference, For Years a Showcase for his company’s cutting-on chips and the company lining up to Buy them. This year, however, the spotlight may well be on another far bigger personality: US President Donald Trump.
Computex Kicks Off Monday in Taipi, and as in Years Past Will Draw Industry Chiefs from Huang and Qualcomm’s Cristiano AMON to Young Liu of Foxconn, Which Makes The Bulk of the World ‘ Nvidia servers. But while last year’s event was a celebration of the post-chatgpt ai boom, Executives this time are likely Grappling with the Uncertainty of the Trump Administation’s Efort to Reshape the Global Trade Order -Disrupting a decades-old model for tech manufacturing. ‘
This year’s exhibition will of course feature the hardware required to bring artificial intelligence to life. Apart from Nvidia Chips, that Includes Server Racks Asmbled by Hai Precision Industry, ALSO Known as FoxConn; Power components from delta electronics and datacender cooling systems from asia vital components co. But while they tout new products onstage, these companies are also also confronting profound questions about the US Administration’s Tariff regime.
Here are the key themes to watch out for this week.
The shifting geography of chip manufacturing
Trump Wants Manufacturing Back Home. To that end, the white house has secured Major Chipmaking Commitments, Most Notable an additional $ 100 Billion Investment from Taiwan Semiconductor Manufacturing Co. As tsmc builds out its arizona operations with more production lines, supply chain players are also also joining it in the US – and accelerating that that plans trust of the new tariffs.
Asia’s biggest electronics companies may also find new options in the middle East. In the week before Computex, a US Delegation LED by the President-And Including Tech Luminaries Huang, Elon Musk and OPENAI Co-Founder Sam Altman-Visited Saudi Arabia Arabia Arabia Arabia Arabia’s Riyadh with Lofty Promise of New trade deals. AlongSide a Relaxation of Ai Chip Export Rules, The Visit underlines the middle East’s Growing Importance as a player in the AI Field.
“The New Focus on Export Rules Around China and Huawei means more options for taiwan,” said taaipei-spoken industry analyst dan nystedt.
AI’s Questionable Payoff
From Advanced Micro Devices (AMD) to Nvidia and Qualcomm, The Development of Generative Artificial Intelligence was heralded at Computex Last Year as Complete to the Advent of the Internet.
Consures haven’t responded with the sameteyntusiasm. Smartphone Shipments Grew by only 2.4 percent and pcs by an hon Slimmer 1.8 percent over the holiday quarter, according to industry tracker idc. The promises from the likes of samsung electronics co. About how transformative ai would be in day-to-day life have not come to pass. Apple hasn’t even rolled out its full ai suite for iPhones. So Executives at Computex will face questions about when the payoff is supposed to come.
They’ll also have to address concerns about an ai bubble. Investment from the Biggest Us Internet Firms Remains Elevated. Yet Microsoft has pulled back on some of its expansion plans, and alibaba group holding’s Joe Tsai Warned Against Building Building Vast Data Centers without knowing their purpose.
Intel’s new man in charge
Lip-pu tan, the newly appointed Chief Executive Officer of Intel Corp., Won’T be at Computex in a formal capital as his company von’t conduct its traditional kerynote addressress. But he’ll likely be Ding more meetings than anyone at the show as he continues his survey of partners and customers. He’s said recently that he’s Doing Countless Meetings Each Day and Having Two or Three Business Dinners Trying to get insight.
Tan is currently weight options to reform the storied us chipmaker. Intel is still the biggest provider of pc and server processors, thought it’s losing market share. He’ll work to persuade customers of tsmc that Intel’s factors are a viable alternative and that the us manufacturer – historically a rival – can be a trusted partner. The Financial Strain of Predcessor Pat Gelsinger’s Spending on a Turnaround Plan Tanked Intel’s Shares, Particularly Because It Hasn’t delivery tangible benefits. Now, TAN is rebooting everything with a focus on better execution.
“Computex is historically such a pc-focused Event, and Yeet Intel seems to be sitting it out quietly,” said idc analyst bryan ma. “It’s undressable given always else going on the organization right now, but their absence is notable given all of their talk about ai pcs last year.”
TAN, Who Served as CEO of Chip-Design Software Maker Cadence Design Systems for 12 years, Has Decades of Experience Investing and Making Deals in the Semiconductor Industry. At and Around Computex, He’ll Work to Reassure and Recruit Partners for the Effort to Close Ground on Nvidia and TSMC.
Foxconn’s debut
Foxconn is making an unusually prominent appearance. Chairman liu will host a keynote presentation on tuesday, likely underscoring its growing role as an ai server assembler. In previous iterations of the show, the company has been represented by subsidiaies like ingrassys technology.
Foxconn is working to diversify its revion from with association smartphones and other consumer electronics. It’s developed an automotive division and hopes to collect bigger Orders for Electric Vehicles. That venture gained a significant customer this month, with mitsubishi motors corp. Ordering a Made-in-Taiwan Ev for Australia and New Zealand. The company is also keen on advancing robotics.
“Of course ai plus robots, ai plus robots,” Liu said about the focus at competitive.
What’s next from nvidia
“My first night in taipei is always dinner with cc,” Jensen huang said on Friday, emerging from a restaurant along with tsmc ceo and chairman cc wei. The Nvidia Boss Remains a Larger-That-Life Personality in Taiwan, with Crowds Following His Every Move. Investors will be keen to hear more about the chip designer’s strategy to expand its record.
The company has been forthcoming with plans to upgrade its chips on a roughly annual basis, and huang has also talked about the potential of ai in the robotics. Microsoft’s Developer Event, Build, Is Taking Place the Same Week Over in Seattle, And Speculation has Grown in Recent Times About Nvidia Joining Qualcomm in Building more Ai-Capable, Arm-Capable, ARM-CAPALSED Pcs.
“I’m Keeping My Eyes and Ears Open for Whitever Nvidia and MediaTek Confirm Around Their Rumored Windows-On-AAM Solution,” said IDC’s MA. That might further challenge intelly’s traditional strangold.
In the days leading up to Computex, Huang Joined a Us Delegation to the Middle East Led by the President, Lauding The Opening Up of Trade. The scrapping of biden-re ai chip rules will help
“With proper forecasting, we would be able to build the Necessary Technologies for Everyone,” Huang said to bloomberg news on saturday.
© 2025 bloomberg lp
(This story has not been edited by ndtv staff and is auto-generated from a syndicated feed.)
