At the 2025 Computex trade show in Taipei, Nvidia CEO Jensen Huang received a rockstar-like welcome, emphasizing Nvidia's deepening ties with Taiwan. Valued at $3 trillion, Nvidia is significantly expanding collaboration with Taiwanese companies, especially Foxconn (Hon Hai Precision Industry). This partnership is key to Nvidia’s growing Asian operations and strategic push to lead in AI technology and infrastructure. Foxconn, a major electronics manufacturer and vital supplier in Nvidia’s AI server supply chain, is intensifying cooperation by jointly developing a large AI supercomputer in Taiwan. This project also involves TSMC, the leading semiconductor foundry, and support from the Taiwanese government, aiming to cement Taiwan’s role as a global AI and advanced computing hub. The collaboration combines Nvidia’s Omniverse software—a powerful AI-driven simulation platform used to create realistic manufacturing models—with Foxconn’s efforts to modernize its extensive factory network. Using AI simulations, Foxconn seeks to boost efficiency, reduce downtime, and improve quality, demonstrating AI’s practical industrial benefits beyond raw compute power. However, this growing Nvidia-Foxconn relationship raises complex geopolitical issues. Despite Foxconn being Taiwanese, about 75% of its manufacturing occurs in mainland China, where the government aggressively advances its AI and semiconductor programs. U. S.

national security officials monitor such technology transfers closely, concerned that collaborations could unintentionally aid China’s technological and military ambitions. The integration of Nvidia’s advanced technology into Foxconn’s networks prompts U. S. regulators to scrutinize what AI and semiconductor-related knowledge is shared and how it may be used. In response, U. S. authorities have increased oversight of technology partnerships involving China, particularly in sectors critical to national security. This heightened scrutiny impacts multinational tech firms like Nvidia as they navigate intellectual property, global manufacturing, and geopolitical tensions. Looking forward, while the Nvidia-Foxconn alliance fosters innovation and industry modernization, it faces growing regulatory and political challenges. Ongoing dialogue among governments, industry leaders, and other stakeholders will be crucial to balance technological progress with security concerns, safeguarding vital tech advantages while enabling ecosystem growth. In sum, the announcements at Computex 2025 represent a transformative era for semiconductors and AI, driven by partnerships blending software innovation, manufacturing expertise, and government backing. Nvidia’s celebrated reception in Taipei symbolizes Taiwan’s central role in shaping the future of AI and high-performance computing amid global economic rivalry and geopolitical complexities.