Hi everyone! This is Cheng Ting-Fang, your #techAsia host this week, saying hello from sunny Taipei, the blazing-hot destination for global chip CEOs.
Over the past few days, amid scorching temperatures, I found myself squeezed into crowds waiting for AMD CEO Lisa Su as she outlined the chipmaker’s latest artificial intelligence ambitions. Soon after, I was rushing to Nvidia events, where CEO Jensen Huang said his company’s spending on Taiwan’s AI supply chain has reached as much as $150bn a year.
And the wave of executives is only growing. Leaders from Intel, Qualcomm, Arm and Marvell, all among the world’s most valuable chipmakers, will be arriving in Taiwan in the coming days. They are not here just for the Computex industry event. They are eager to lock in supplies: of chips, packaging resources, substrates, printed circuit boards, cooling systems and power equipment, which are all needed to sustain the global AI build-out.