Fueled by the global AI surge, Computex has enjoyed three straight years of star power from Nvidia CEO Jensen Huang. This year’s record-breaking edition again centered on Huang, who revealed a new Taiwan office in the Beitou Shilin Technology Park (BSTP) and addressed AI chip sanctions and energy policy post-show. In contrast, other exhibitors struggled to capture attention. Supply chain insiders warn that without Huang in 2026, the event’s momentum could sharply decline.

The impending semiconductor chip tariff policy continues to cause concern. The semiconductor supply chain believes that if US President Donald Trump insists on imposing tariffs, it would significantly impact American IC design and equipment materials sectors, while the initial target, TSMC, would face limited disruption.

推介会上，包括信利车载显示项目、空天产业园等7个项目签约，总投资308亿元。其中，4个项目88亿元，2支基金25亿元，1个战略合作协议195亿元。