[News] Four Themes to Watch at Computex 2025 – Beyond Just NVIDIA

While AMD’s Lisa Su is skipping this year’s Computex, NVIDIA’s Jensen Huang takes center stage again, making waves already with dinners alongside TSMC’s Chairman C.C. Wei and revealing the company’s next AI chip plan in China after the H20 ban.

Kicking off Monday in Taipei, Computex 2025 will gather industry heavyweights like Qualcomm CEO Cristiano Amon, NXP Executive VP Jens Hinrichsen, MediaTek CEO Rick Tsai, and Foxconn’s Young Liu. But the biggest wildcard, as noted by Bloomberg, could be U.S. President Trump—whose trade shake-ups are forcing tech leaders to rethink the entire global playbook, adding a more cautious tone to this year’s event.

Here are four key themes to watch this week—beyond NVIDIA—as highlighted by Bloomberg.

Chipmaking’s Global Map Gets Redrawn

Just before Computex commences, two geopolitical forces are shaking up the chip industry. First, with new U.S. tariffs on the horizon, suppliers are rushing to move operations to America—especially after TSMC’s $100 billion U.S. investment pledge, Bloomberg reports.

Surprisingly, the Middle East could be the new hotspot under U.S. policy, as per Bloomberg. Just before Computex, NVIDIA struck a deal to sell 18,000+ of its latest GB300 Blackwell AI chips to Saudi’s Humain, CNBC reports.

Notably, as suggested by the Economic Daily News, Foxconn, a key NVIDIA supplier, has been expanding in Saudi Arabia for years—from EV joint ventures to charging stations via its FIT unit. With strong ties to AI chip makers and customers and a 40% share of the global server market, Foxconn signaled that it is well-positioned for major AI server projects, the report adds.

Noise Around AI Investments

Last year at Computex, AMD, NVIDIA, and Qualcomm hailed generative AI as the next internet, Bloomberg reports. But the magic is still missing—Apple hasn’t released its full AI iPhone suite, and U.S. cloud providers are cutting back expansions, casting a shadow over this year’s tech players.

As highlighted by Silicon Angle, Microsoft is already scaling back several planned projects, just three months after announcing an $80 billion AI data center spree. Last week, it began cutting around 6,000 jobs—nearly 3% of its workforce—the biggest layoffs in over two years, as per Euronews.

Intel’s New Helmsman in Town

It is worth noting that Intel’s new CEO Lip-Bu Tan won’t be giving a keynote at Computex, but he’ll probably be one of the busiest execs there — packing in back-to-back meetings and business dinners as he gathers insight from partners and customers, as per Bloomberg.

A Commercial Times report suggests that Tan will host a dinner on 19^th with Taiwanese foundry and advanced packaging partners. With Intel’s 18A and Panther Lake aiming to launch later this year, the meetings are expected to be focused on Intel’s future in AI chips, process tech, and deeper collaboration, the report notes.

Foxconn Steps Into the Spotlight

According to Bloomberg, Foxconn is stepping into the spotlight this time like never before. Chairman Liu will headline Tuesday’s keynote, spotlighting its growing power in AI server assembly—a role once handled quietly by subsidiaries like Ingrasys, the report adds.

Best known as Apple’s top assembler, Foxconn is switching lanes—ramping up its EV push with a major Mitsubishi order for Australia and New Zealand. Robotics is also heating up, marking its next big frontier, Bloomberg reports.

Foxconn Chairman Young Liu, before his keynote on Tuesday, revealed that the company’s focus at Computex will be“AI plus robots,” as per Bloomberg.

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(Photo credit: Intel)