Why Nvidia and AMD CEOs Rushed to Taipei Before Computex 2026

Nvidia’s Strategy: Ecosystem Leadership and GTC Taipei

For Nvidia, the centerpiece of the visit is GTC Taipei, a major AI conference the company is running alongside Computex.

Jensen Huang is scheduled to deliver a keynote on June 1 at the Taipei Music Center, where he is expected to present new AI technologies and outline Nvidia’s vision for the next phase of accelerated computing.

The broader GTC Taipei program runs alongside Computex events and is designed to bring together developers, partners, and enterprise customers around Nvidia’s AI platform.

Shortly after arriving in Taiwan, Huang also appeared at a local AI developer event, signaling that Nvidia is using the trip not just for announcements but to strengthen developer engagement and ecosystem momentum ahead of the conference.

The strategy reflects Nvidia’s dominant position in AI accelerators: maintaining leadership requires not only faster chips but also strong partnerships with the companies building servers, data centers, and AI infrastructure.

AMD’s Strategy: Investment and Supply‑Chain Expansion

AMD’s approach in Taiwan centers on capacity expansion and long‑term ecosystem investment.

The company announced plans to invest more than $10 billion in Taiwan’s AI and semiconductor ecosystem, focusing on advanced packaging, manufacturing collaboration, and infrastructure needed for next‑generation AI systems.

A major component of that effort involves working with Taiwanese partners involved in chip packaging and testing to scale production for AI processors.

During her visit, Lisa Su is also expected to discuss manufacturing capacity with TSMC, particularly around the 2‑nanometer process node, which AMD is using for future server processors such as its next‑generation EPYC chips.

AMD executives have also said the company is working with partners in Taiwan to increase production capacity as demand for processors and AI infrastructure grows faster than expected.

A Competition That Extends Beyond Chip Performance

The simultaneous presence of both CEOs in Taipei highlights a broader shift in the semiconductor industry.

The AI chip race is no longer decided solely by whose hardware is fastest. Instead, success increasingly depends on:

• Access to leading‑edge fabrication at TSMC
• Availability of advanced chip packaging and testing
• Partnerships with server manufacturers and system integrators
• Developer ecosystems that drive adoption of AI platforms

Taiwan sits at the center of all these factors, which is why the island has become a crucial battleground for the next phase of the AI industry.

Why Computex 2026 Matters

Computex remains one of the world’s largest computing and semiconductor gatherings, drawing major technology leaders and hundreds of exhibitors. With AI dominating the industry agenda, the event has become a stage for chip companies to reveal new technologies and align with hardware partners.

The early arrival of Huang and Su suggests that much of the real competition happens before the keynote speeches—during private meetings, ecosystem events, and negotiations across Taiwan’s semiconductor supply chain.

In other words, the road to winning the AI hardware race increasingly runs through Taipei.