Report: Intel Chein Wu Arrives on Taiwan Weekend for TSMC Visit and Three Supply Chain Meetings

According to Digitimes report, COMPUTEX 2026 (Taipei International Computer Show) is on the eve of opening, Intel CEO Chen Liwu is expected to arrive in Taiwan this weekend and will have in-depth exchanges with high-level members of Taiwan's supply chain. To date, AMD's Lisa Su, Nvidia's Jensen Huang have also visited Taiwan, marking a rare and concentrated gathering of the heads of the world's three major AI chip giants before the show.

Industry insiders have revealed that in addition to participating in internal meetings and meetings with TSMC's top management, Chen Liwu has also scheduled three closed-door exchanges with Taiwan's supply chain. Intel will hold a supply chain cocktail party on the evening of June 1st, inviting long-term partners to attend; in the afternoon of June 2nd, Chen Liwu will deliver a keynote speech at COMPUTEX, and is expected to hold closed-door meetings with senior executives from companies such as E5 Group, Asus, and Advantech that night, covering topics that include AI server, PC, and related U.S. manufacturing layouts.

The report points out that in 2026, the global AI infrastructure has gone beyond a mere GPU competition, quickly expanding to cover CPUs, ASICs, HBM, advanced packaging, and cabinet-level systems, with demand far exceeding market expectations. Taiwan's supply chain is expected to face an unprecedented full load in the second half of the year, and the intensive visits of the three manufacturers to Taiwan are also seen as a preemptive positioning for AI infrastructure capacity over the next 3 to 5 years.

AMD, Nvidia, and Intel are highly consistent in their assessment of the AI market, all believing that it is not a bubble but rather the initial stage of rapid growth. Lisa Su once used a baseball game as a metaphor:

"If we compare the AI industry to a 9-inning baseball game, we are probably just in the 3rd inning now."

The shortage of CPUs has become the core change in this round of supply chain meetings. Six months ago, almost no one in the market was discussing tight CPU supplies, but from the second half of 2025, as AI inference demand truly exploded, the amount of CPUs used increased dramatically. AMD even estimates that the compound annual growth rate of the CPU market will exceed 35% over the next 5 years.

Jensen Huang arrived in Taiwan on May 23rd and also embarked on an intensive schedule, including meetings with Morris Chang, Wei Zhijia, and Lin Bai-li, as well as hosting the North Science and Technology event and the billion-dollar banquet. He noted that the AI market is quickly shifting from model training to the era of AI Agent, inference, and AI Factory, and after AI autonomously invokes tools, a large number of CPUs are needed for data scheduling, system control, and memory management.