Computex 2026 Closes: Taiwan Raises 2026 GDP Forecast to 9.64% (16-Year High); Nvidia $150B/Year Taiwan Supplier Commitment; TSMC Stock +4.8%; Hai Kun Submarine Sea Trials Active

As Computex 2026 concluded in Taipei (June 1-5, Nangang Exhibition Center), Taiwan raised its 2026 GDP growth forecast to 9.64% — the highest projection since 2010, driven by AI-driven semiconductor exports. Q1 2026 growth was recorded at 14.55%, the fastest quarterly pace in approximately 48 years. Nvidia CEO Jensen Huang announced that Nvidia will spend up to $150 billion per year with Taiwanese suppliers as part of the global AI infrastructure buildout, with 150 Taiwanese supply chain partners for the Vera Rubin chip. Huang also announced a new Nvidia Asia headquarters in Taipei's Shilin-Beitou district (completion 2030) and met TSMC Chairman C.C. Wei to secure CoWoS advanced packaging capacity. TSMC stock surged approximately 4.8% to $438.47 following Huang's Computex announcements. SK Group Chairman Choi Tae-won met TSMC Chairman C.C. Wei on June 3 for cooperation discussions. Intel CEO Lip-Bu Tan held TSMC leadership meetings throughout Computex. Taiwan President Lai Ching-te said at Computex: 'the world needs a stable Taiwan to deliver AI,' reaffirming the Taiwan Strait status quo commitment. Huang also publicly warned Taiwan needs more electricity, noting Taiwan is 97% reliant on imported energy — a strategic vulnerability. Separately, Taiwan's first domestically-built submarine Hai Kun (Narwhal) is conducting active sea trials (15th trial June 1-2) with CSBC Corp. targeting June 2026 delivery — underscoring Taiwan's asymmetric defense buildup concurrent with the AI semiconductor boom. TSMC's dominant position in advanced semiconductor manufacturing continues to underscore the global stakes of cross-strait stability.