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The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.

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As important as Nvidia has become to the tech industry, its entire run-up in recent years has been tied to the data center. Now the chipmaker is going after the PC market, and Wall Street is recognizing the threat it poses. During a keynote address at Taiwan's Computex conference on Monday, Nvidia CEO Jensen Huang said his company, along with Microsoft , is going to "reinvent the PC." Nvidia's p

By Park Ji-min Published 2026.05.31. 18:00 Updated 2026.05.31. 18:11 NVIDIA CEO Jensen Huang introduces the next-generation AI platform 'Vera Rubin' at NVIDIA's annual conference 'GTC 2026' in March. /AFP-Yonhap NVIDIA, which dominates the artificial intelligence (AI) semiconductor market, is now eyeing the PC semiconductor sector. Axios reported on the 30th (local time) that NVIDIA plans to unv