Neo Yao

Founder and CEO of Visionbay.ai, Hon Hai Technology Group’s AI supercomputing and cloud-operations business unit, focused on sovereign AI infrastructure, GPU cloud services, and AI factory platforms for Taiwan and APAC enterprises.

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