Computex 2025: AI, robots, and global tech giants converge in Taipei

2025-05-19 tsmc

Taipei, Monday, 19 May 2025.
Computex 2025 commences this week in Taipei. Over 1,400 exhibitors and 130,000 visitors are expected. Foxconn’s chairman Liu will present on AI servers. Nvidia and Mediatek may reveal a Windows-on-Arm solution. TSMC is set to benefit from new export rules around China and Huawei. Notably, Intel will be absent. The event will focus on AI, robots, and future mobility. All eyes are on Nvidia CEO Jensen Huang’s keynote, with speculation mounting about potential announcements in robotics and sovereign AI strategies.

TSMC’s strategic positioning

TSMC is poised to capitalize on the evolving global trade landscape [1]. With the US prioritizing domestic chip manufacturing, TSMC is investing heavily in American facilities [11]. This move, coupled with new export regulations affecting China and Huawei, presents significant opportunities for Taiwanese firms [1]. Analyst Dan Nystedt suggests these shifts could boost Taiwan’s market share [1]. TSMC’s ability to navigate these geopolitical currents will be crucial for maintaining its leadership and influencing its stock performance.

AI and robotics focus

This year’s Computex emphasizes AI, next-generation technologies, and future mobility [3]. Foxconn chairman Liu Yangwei will deliver a keynote address centered on AI, integrating it with the company’s smart manufacturing, electric vehicles, and smart city platforms, alongside robotics applications [3]. The integration of AI and robotics is a key theme, with firms like Solomon showcasing AI-driven visual recognition systems for robots [9]. These advancements highlight the growing convergence of AI and robotics, potentially impacting TSMC’s role in supplying critical components [3][9].

Market growth and competition

While AI is generating excitement, recent data indicates moderate growth in related markets [11]. Smartphone shipments grew by 2.4%, and PCs by 1.8% during the holiday quarter [1]. Bryan Ma, an IDC analyst, noted Intel’s quiet presence at the event, despite their previous emphasis on AI PCs [1]. This dynamic landscape underscores the competitive pressures in the AI sector [1]. TSMC’s ability to secure design wins and maintain its technological edge will be vital for sustaining its growth trajectory and justifying its substantial investments [11].

Keynote speakers and forums

Several industry leaders are scheduled to speak at Computex, including Qualcomm’s Cristiano Amon, MediaTek’s Tsai Li-Hsing, and NXP Semiconductors’ Jens Hinrichsen [3]. These presentations will provide insights into the latest technological advancements and market strategies [3]. The Computex forum on May 21 will explore AI ecosystems and applications, covering topics such as AI robotics, edge computing, and data center strategies [3]. These discussions will shape the direction of AI development and influence investment decisions in the semiconductor industry [5].

InnoVEX and startup innovation

The InnoVEX section of Computex will feature nearly 450 startups from 24 countries, showcasing innovations in AI, green technology, smart mobility, and semiconductor applications [3]. Nvidia will lead 16 startups from its Inception Program [3]. This focus on startups highlights the importance of fostering innovation and identifying emerging technologies [3]. TSMC’s engagement with these startups could provide early access to disruptive technologies and enhance its competitive advantage [3][10].

Geopolitical factors and manufacturing

President Trump’s administration is pushing for the repatriation of chip manufacturing to the US, prompting significant investments from companies like TSMC [11]. A US delegation, including tech leaders like Nvidia’s Jensen Huang, recently visited Saudi Arabia, signaling the growing importance of the Middle East in the AI landscape [11]. These geopolitical shifts and trade policies will influence TSMC’s manufacturing capacity, global strategy, and ultimately, its stock valuation [1][11].

Bronnen

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