Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.
Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.
The AI race has no clear winner — and may never have one, a senior Microsoft executive argued on the third day of the Plug and Play May Summit in Sunnyvale.
The Ukraine War and ongoing tensions in the Middle East have exposed a technological revolution reshaping modern warfare: the rise of cheap drones. These developments, along with AI-powered decision-making and the growing importance of resilient supply chains, are increasingly occupying the minds of military strategists — from great powers to smaller upstarts.
IBM and the US Department of Commerce (DoC) announced a Letter of Intent (LOI) to build an American quantum chip foundry, securing the nation's global quantum leadership and fueling the country's growing quantum ecosystem. The CHIPS incentive from the DoC will support the research and development efforts of a new IBM company: Anderon, which will be America's first pure-play quantum foundry. This initiative represents one of the most significant commitments by the US Government to date in quantum R&D to position the US to manufacture most of the world's quantum wafers.
Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.
Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial intelligence (AI) helped lift results across the company.
AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.
Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.
Win Win Precision is reshaping its business around semiconductor consumables and overseas renewable energy, a strategic pivot that could tighten global supply chains and accelerate green energy deployment. Investors, manufacturers, and policymakers worldwide stand to be affected by its capacity expansion, raw-material strategies, and growing presence in Europe, Australia, and Taiwan's green-power market.
AI-driven demand and other emerging technologies kept Taiwan's export momentum strong in the first quarter of 2026, with exports reaching US$195.74 billion, rising 51% year on year. Economic growth hit 13.69%, the highest quarterly growth in 39 years. Taiwan's GDP is forecast to reach NT$32 trillion (US$1.02 trillion) in 2026.
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