Jonney Shih

Chairman and Chief Branding Officer of ASUS, known for leading the Taiwanese PC and technology company’s brand, product, and AI-era strategy, including AI PCs, local models, secure edge intelligence, and full-stack system engineering.

AI Factories Are Turning Taiwan’s Supply Chain Into Strategic Infrastructure

NVIDIA’s GTC keynote pregame in Taipei presented Taiwan as more than a manufacturing base for the AI boom. Across interviews led by Bruce Lu of Goldman Sachs and Tracy Tsai of Gartner, Jensen Huang and Taiwanese technology executives argued that AI is becoming infrastructure, requiring chips, advanced packaging, racks, power, factories, robots, software, local compute and talent to work as one system. The case was optimistic but conditional: Taiwan’s strength is the density of its industrial stack, and its test is whether it can move up into systems, software and application leadership.

NVIDIAJun 1, 202622 min read