Nvidia CEO Jensen Huang is expected to arrive in Taiwan May 27 ahead of his keynote at the Computex Taipei 2026 trade show June 1, media report. Dinner reservations have already been made for another Trillion-Dollar Banquet with supply chain partners May 28, with executives from TSMC, Foxconn, Delta Electronics and MediaTek among those invited to attend. Media expect him to talk about the next-generation Feynman GPU with supply chain partners. Due to increasing supply chain shortages of nearly all materials/parts in the AI era, Nvidia is expected to step-up long-term contracts, capacity reservation, more, in a shift away from the traditional supply chain partnership model. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #Foxconn #DeltaElectronics #Mediatek #semiconductors

Source: Dan Nystedt