Computex 2026 Opens June 2 in Taipei: Intel CEO Lip-Bu Tan Visits TSMC; Nvidia Jensen Huang Announces Taiwan Investment Expansion; TSMC Plans 15% 3nm Price Hike H2 2026

Computex 2026, the world's largest computer trade show, opened in Taipei on June 2, 2026, with major geopolitical and economic significance for the Taiwan Strait context. Intel CEO Lip-Bu Tan arrived in Taiwan for meetings with TSMC and Computex keynote events, underscoring continued deep US-Taiwan semiconductor cooperation and Intel's reliance on TSMC's advanced process nodes for its next-generation products. Nvidia founder and CEO Jensen Huang announced a dramatic expansion of Nvidia's investment in Taiwan at Computex, driving TSMC shares up approximately 4.8% — an emphatic signal that the world's leading AI chipmaker views Taiwan's manufacturing ecosystem as irreplaceable despite ongoing cross-strait tensions. TSMC is simultaneously planning a 15% price increase on its 3nm process technology in the second half of 2026, driven by surging AI demand from Nvidia, AMD, Google, and Amazon Web Services. The concentration of global AI semiconductor production in Taiwan — operating under direct PLA military pressure (7 sorties this same day) — continues to represent the world's most strategically critical supply chain vulnerability. Taiwan's government reiterated its rejection of PRC and Trump administration claims that Taiwan 'stole' chip technology: Taiwan Cabinet Secretary-General Chang had stated in May 2026, 'Taiwan did not steal chips from the world. It supplies them to the world.' TSMC's Q1 2026 revenue reached NT$1.134 trillion (~$35B, +36% YoY); April 2026 monthly revenue was NT$410.73B (~$13B, +17.5% YoY).