Report

Computex Taipei 2025：Beyond AI – Ecosystem and Partnerships

Overview: Computex Taipei 2025 focused on how AI is changing the tech industry. Leading companies like NVIDIA, AMD, Qualcomm, MediaTek, and ARM shared updates during keynotes and forums. Many new products were shown, including AI servers, laptops, memory, and co-packaged optics. The event also highlighted Taiwan’s strong role in manufacturing, from chipsets to full systems. Partnerships between companies were another major focus, especially in AI and server development. This wrap-up report from Counterpoint Research provides a summary of the major announcements, product launches, and key trends that are shaping the future of the tech industry.

カテゴリ

業界:

AI, Consumer Electronics, Semiconductors

サービス:

Premium

レポート種別:

Report

期間:

Yearly

業界:

AI, Consumer Electronics, Semiconductors

レポート種別:

Report

サービス:

Premium

期間:

Yearly

著者

William Li

William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.

Parv Sharma

Parv is a Senior Analyst with Counterpoint Technology Market Research based out of Gurgaon, India. He has over 10 years of experience at Counterpoint in market research and strategic consulting across the global technology and telecom sectors. He tracks the global semiconductor ecosystem, with a focus on HPC and data center compute, server CPUs, and AI infrastructure — covering competitive dynamics across Intel, AMD, Arm, Nvidia, and hyperscaler custom silicon. His research also spans the smartphone semiconductor ecosystem — including the Application Processor (AP)/SoC market, foundry, node and manufacturing technology, the RFFE ecosystem and value chain, and smartphone Bill of Materials (BoM) analysis — as well as the Automotive and Connected Car value chain. He leads a team driving data analysis and insights and contributes regularly to media coverage on semiconductors and AI infrastructure.

Minsoo Kang

Minsoo is a Senior Analyst at Counterpoint Research based on Seoul. In Counterpoint, he closely tracks mobile and other wearble devices. After 10 years of Strategic Planning and Marketing experience, he joined Counterpoint to pursue his interest in ICT industry and future technology.

Jeongku Choi

Jeongku Choi is a Research Analyst at Counterpoint Research based in Seoul, Korea. As an engineer in LG Electronics, she was responsible for commercializing the latest technologies for new products in mobile and automotive. Also analyzing and strategizing the latest Android technology was one of her roles. Her interests are mobile, mobility, AI, and emerging technologies.

Liz Lee

Liz, an Associate Director at Counterpoint Research, has 14+ years of extensive experience in the tech industry. Previously, Liz worked for Samsung SDI focusing on IR (Investor Relations) along with insight-based analysis of emerging tech markets and corporate strategies. She holds an International MBA degree from Waseda Business School.

Leo Liu

Leo Liu joined Counterpoint Research as part of its acquisition of DSCC, where he was Director of Taiwan Operations. Leo has more than 25 years experience in the optoelectronics & semiconductor industry. Leo is a well-known expert in backlighting, LEDs (MiniLED/MicroLED) and advanced semiconductor packaging.

David Naranjo

David Naranjo joined Counterpoint Research as part of its acquisition of DSCC, where he was Senior Director. David has more than 20 years’ experience in the consumer and commercial electronics industry. David’s professional background includes a wide range of responsibilities in product development, product planning, product management, product marketing, data analytics, and executive /operational management. Prior experience includes working in the consumer and commercial electronics industry as Director of Business Line Management at ViewSonic, Director of Product Planning at Samsung Electronics, Director of Connected Products at Kenmore, Director of Product Management at Mitsubishi Digital Electronics and Group Manager at Panasonic. David has a Bachelor of Electrical Engineering and an MBA in Finance and Marketing.

Brady Wang

Hi, I’m Brady Wang, a seasoned professional with over 20 years of experience in the high-tech industry, spanning semiconductor manufacturing, market intelligence, and strategic advisory roles. Currently, I serve as an analyst at Counterpoint Research, where I specialize in semiconductors with a focus on advanced applications such as automotive, server platforms, and cutting-edge process nodes. My core research centers on AI servers and their key components, including GPUs, custom accelerators, high-bandwidth memory (HBM), CPUs, and advanced packaging technologies. I also track the evolution of AI server architectures, interconnect technologies, and data center deployment trends. By combining deep technical knowledge with market insight, I help clients navigate the fast-changing AI infrastructure landscape and make strategic, data-driven decisions.

MS Hwang

MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.

Tarun Pathak

Tarun is a Research Director with Counterpoint Research, based out of Gurgaon (near New Delhi). Tarun has 10 years of work experience with a key focus on the evolving mobile device ecosystem with specialties in Emerging Markets. He understands specific mobile industry nuances, helping clients to navigate through the rapidly changing technological trends. As a Telecom Analyst he has been quoted extensively by the leading media platforms. Tarun holds a Post Graduate Diploma in Management, specializing in International Business from the Amity International Business School and is a graduate in Physical Sciences from Jammu University, Jammu in the northern Indian state of Jammu & Kashmir.

Neil Shah

Neil is a sought-after frequently-quoted Industry Analyst with a wide spectrum of rich multifunctional experience. He is a knowledgeable, adept, and accomplished strategist. In the last 18 years he has offered expert strategic advice that has been highly regarded across different industries especially in telecom. Prior to Counterpoint, Neil worked at Strategy Analytics as a Senior Analyst (Telecom). Neil also had an opportunity to work with Philips Electronics in multiple roles. He is also an IEEE Certified Wireless Professional with a Master of Science (Telecommunications & Business) from the University of Maryland, College Park, USA.

著者

William Li

Parv Sharma

Minsoo Kang

Jeongku Choi

Liz Lee

Leo Liu

David Naranjo

Brady Wang

MS Hwang

Tarun Pathak

Neil Shah