Computex 2025: Five Takeaways From Asia’s Biggest AI Tech Show-OxBig News Network

With a lot of the world’s consideration on the AI race between the US and China, this week’s Computex convention served as a stark reminder of the central position that Taiwan continues to play within the international expertise trade.

The 2025 version of Asia’s signature tech gathering did not break as a lot new floor as last year, when Nvidia’s Jensen Huang unveiled a multi-year roadmap for AI chip design. But it nonetheless drew the eye of an trade parsing the fallout from Washington’s marketing campaign to curb Beijing’s tech ambitions within the aftermath of DeepSeek.

Here are the foremost takeaways from Computex 2025:

Consumer AI Needs More Time 

There was scant point out of shoppers this 12 months. In 2024, Qualcomm devoted its presentation to how AI would make every thing higher and we might by no means once more want our laptop computer chargers on the transfer. This time round, it flipped to a script centered on enterprise purposes for AI.

Foxconn, also called Hon Hai Precision Industry, used its first keynote handle on the present to go huge on heavy-duty AI, from making cities smarter to bringing robots to manufacturing and making EV design extra environment friendly. The firm that assembles the majority of the world’s iPhones had nothing to excite shoppers.

Asustek Computer provided a sobering outlook on the prospects of so-called AI PCs. 

Samson Hu, co-chief government officer of the Taiwanese laptop gear maker, stated AI PCs will take a 12 months or two earlier than they go mainstream. That’s as a result of the software program continues to be immature, plus new tariffs from the US are more likely to flatten near-term progress. Asus could should hike costs within the US by as a lot as 10 p.c to take care of these levies, Hu stated.

DeepSeek Changed AI

The debut of DeepSeek in January modified the character of AI, highlighting China’s advances within the area whereas dismantling fundamental assumptions about computing wants. 

Huang was among the many few executives who addressed that first brazenly, saying that China is “incredible” at software program improvement and has the assets to make up for any technological hole. 

DeepSeek additionally popularized reasoning fashions, which require extra uncooked computing energy. “And so now the reasoning model is not one shot, but it’s hundreds of shots,” Huang advised reporters this week. “DeepSeek increased the amount of computing need by maybe 100 to 1,000 times.”

China Looms Large

The most-clicked headlines centered round Nvidia’s delicate place because the US pursues chip restrictions supposed to curtail China’s tech ascent. That got here to a head Wednesday, when Huang branded that effort a “failure” and known as for Washington to back away.

If the US would not enable Nvidia to promote inside China, native corporations like Huawei will fill the void, he warned. “The local companies are very, very talented and very determined,” Huang stated. “And the export controls gave them the spirit, the energy and the government support to accelerate their development.”

While key officers in Washington purchase that argument because it applies to the remainder of the world, US President Donald Trump’s administration has doubled down on measures focusing on Beijing.

Executives in Taiwan little question took notice of two associated developments. Huawei hosted its AI developer gathering the identical week, touting the Ascend chips that Beijing needs to see supplant Nvidia’s silicon. And Xiaomi occurred to announce it is developed its personal superior 3-nanometer cellular chip to compete with Qualcomm.

Taiwan Charm Offensive

Intel new boss labored onerous to fix ties with the Taiwanese companions, after his predecessor Pat Gelsinger raised issues concerning the island’s dominance in semiconductors.

Lip-Bu Tan praised native provide chain companions throughout an organization occasion in Taipei celebrating its fortieth anniversary on Monday. 

Even Nvidia devoted a lot time and flooring house on the convention to lauding its Taiwanese companions. SoftBank Group founder Masayoshi Son was additionally on the town for the week, although like Tan he was retaining a low public profile. 

No Bubble?

There was little public dialogue about one of the vital urgent questions for tech buyers: have we overestimated the necessity for datacenters? Tech shares from Nvidia to Meta Platforms and Microsoft have gyrated wildly in 2025 partly due to that overarching uncertainty.

To make sure, many of the attendees profit instantly from spending on the servers and elements wanted to energy datacenters and AI improvement. Nvidia’s CEO echoed the sentiment.

“We’re several hundred billion dollars into tens of trillions of dollars of AI infrastructure buildout,” Huang stated.

© 2025 Bloomberg LP

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