China Warplanes Hover, Nvidia Pledges $150bn Taiwan
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- China' military vessel hovered near Taiwan’s Pratas Islands, prompting a warning from Taiwan’s coast guard on June 5 during Computex.
- Taiwan’s Defence Ministry reported 79 Chinese warplanes operating near the island during Computex (June 2‑5).
- Nvidia CEO Jensen Huang said the company plans to spend about $150 billion annually in Taiwan, up from $10‑$15 billion five years ago.
- AMD CEO Lisa Su announced a $10 billion‑plus investment in Taiwan’s AI industry.
- David Feith, senior fellow at the Hudson Institute, warned that the security threat from Beijing is being underestimated and could jeopardize the global AI supply chain.
- President Lai Ching‑te pledged to safeguard peace and maintain the status quo across the Taiwan Strait, emphasizing Taiwan’s responsibility to the global tech supply chain.
- Palmer Luckey, founder of Anduril Industries, noted that about 30 Taiwanese companies are in his firm’s supply chains and that Taiwan’s tech leadership is essential for missile development.
Why it matters: Taiwan’s AI hardware sector stands to gain billions from Nvidia’s $150 billion‑plus annual spend and AMD’s $10 billion‑plus investment, while the surge of Chinese warplanes and naval patrols raises concerns about supply‑chain stability for worldwide tech firms and investors dependent on Taiwan’s chip output.
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