Key insights
- The Computex 2026 event in Taipei will feature major semiconductor companies like Nvidia, AMD, Intel, and Qualcomm. Announcements regarding new AI chips for data center and consumer applications are expected. Nvidia's GTC Taipei keynote, showcasing next-generation chips, will be a key focus. These developments could signal future performance and innovation trends in the AI chip market, potentially influencing related US equity sectors.
Artificial intelligence (AI) exhibition, Computex, is kicking off in Taipei on Jun. 2, with names like Nvidia (NVDA), AMD (AMD), Intel (INTC), and Qualcomm (QCOM) taking center stage. Yahoo Finance Technology Editor Dan Howley explains what you need to know.
Computex kicking off in Taiwan on Tuesday and once again all roads in AI go through Nvidia with CEO Jensen Wong arriving in Taipei a week ahead of the show for more bringing out Yahoo Finance Tech editor Dan Howley. All right, Dan, so
Computex is here. What what are you going to be watching for Daniel? Is it uh is it new chips, partnerships, you know, the great AI vision of what's to come? What are you listening for?
I think everybody's going to be listening for chips for sure. Uh and it's not just uh you know, Nvidia. Uh it's going to be AMD, Intel, Qualcomm, they're all going to be there. Uh Intel and Qualcomm CEOs uh Lip and Cristiano Oman, uh he will uh they will both be giving their own keynotes at the event. Uh and so, you know, you expect there to be some uh kind of announcements regarding uh chips whether that's in the data center, uh or on the consumer side, uh but you know, obviously, as you as you noted, Nvidia is going to be the the 800 pound gorilla in the room.
Uh they're literally hosting their own event called GTC Taipei, uh which is sort of in conjunction with uh the Computex event. Uh that kicks off on June 1st. Uh Computex itself kicks off on June 2nd. Uh but at GTC, Jensen Wong will give his keynote uh and you know, provide perhaps updates uh obviously on uh Vera Ruben, it's uh the company's next generation chips as well as uh some new product that he kind of teased earlier this week.
As he said he's been in Taiwan uh for the week. He's been meeting with different uh company partners. Uh he showed off the company's uh future headquarters there uh that'll house 5,000 uh 4,000 uh employees and look similar to what they have uh in their um uh similar to the headquarters they have in California. Uh he also had mentioned that uh the spending that they're they're doing in the country has gone through the roof for about 10 billion to 15 billion about four or five years ago, he said to 100 billion to going towards 150 billion a year.
So, you know, they're they're pouring money into this place. uh and, you know, obviously there's been a lot of emphasis on getting uh the chip industry back into the US or or moving to the US. Uh but clearly, you know, from from what Nvidia is doing, AMD by the way, they uh announced uh billions of dollars of investments uh this week in Taiwan. You you could clearly see that nobody is going to be abandoning Taiwan anytime soon when it comes to chips.
Yeah, yeah, I wanted to ask you about that. Just how much of this event is sort of taking place in in the sort of shadow of geopolitics here? It's taking place in Taipei, where, you know, business is booming, but of course, always the tension between China and Taiwan. I mean, has has Wall Street, you know, and investors just sort of learned to live with that tension, Dan?
I think so. I mean, you know, it's obviously existed for for years and years and years uh prior to just, you know, the the kind of chip explosion uh that we've seen when it comes to AI. Um more recently, I think, you know, the the investments uh that we've seen from the companies in the US, you know, and that kind of push by uh Trump and then prior to him Biden, uh to get companies to invest uh more uh and move uh their their suppliers or have suppliers move uh to the US.
you know, you could see, you know, you you could get a a lot of thinking where you go, well, you know, gee, what where's that funding going? You know, you're making all these investments in Taiwan. I thought you're supposed to be moving them over here. You could see that for potentially uh kind of rubbing the Trump administration the wrong way. Um, we'll just have to see at this point. There hasn't been anything to come out. Uh, you know, obviously, uh there's more focus on what's going on in Iran.
Uh but, you know, the the idea that they continue to invest outside of the US, they're going to have to do that regardless. But like I said, you could see that potentially becoming an issue for them going forward.
Dan, thank you, sir. Appreciate it.