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.

Hengs listed on the Taiwan Innovation Board on May 22, positioning the firm to expand its solar-plus-storage and energy management services across the Asia-Pacific as corporate demand for energy self-management intensifies. Executives said the move came amid rising energy security concerns, new large-user power rules, and the launch of carbon fees in Taiwan, which have pushed industrial customers to seek in-house generation and storage solutions.

As Computex approaches, DIGITIMES hosted a forum where analyst Mark Yee argued that Physical AI is driving autonomous driving into full commercial validation, with implications for market structure and technology leadership.