BREAKINGVIEWS-Taiwan forges a thicker silicon shield

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Advanced Micro Devices, Inc.

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The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

By Robyn Mak

- At two mega tech confabs this week leaders from Nvidia and Intel lavished praise on Taiwan's role in global supply chains. As AI moves from the cloud to local devices, Taiwan's importance will grow. And with GDP set to expand 10%, Taipei also can boost spending on defense.

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CONTEXT NEWS

The annual Computex trade show was held in Taipei from June 2 to June 5. The exhibition focused on AI, computing, robotics and other technologies attracted 1,500 exhibitors from 33 countries. CEOs from Nvidia, Intel, Qualcomm, Marvell Technology, NXP Semiconductors and other companies delivered speeches.

Nvidia on June 1 unveiled a new chip for laptops and desktop computers known as the RTX Spark that will compete directly against processors from Intel and Advanced Micro Devices.

CEO Jensen Huang, who was in Taipei for both Nvidia's GPU Technology Conference and the Computex trade show, said the new chip developed with Microsoft will "reinvent the PC" for the AI era.