According to a May 26, 2026 report by The Epoch Times, Taiwan will host COMPUTEX Taipei 2026 from June 2 to 5. The exhibition is expected to feature approximately 1,500 exhibitors, with major global AI companies converging in Taiwan and positioning the island at the forefront of international AI competition.
According to Bloomberg, as of May 25 Taiwan’s stock market capitalization had risen to US$4.95 trillion, while India’s market capitalization had fallen to US$4.92 trillion. Taiwan’s stock market is now the fifth largest in the world, behind only the United States, mainland China, Japan, and Hong Kong.
Taiwan’s rapid rise in global market rankings has been driven largely by TSMC. The company carries enormous market weight, accounting for more than 42 percent of Taiwan’s benchmark stock index.
Benefiting from the AI boom, TSMC — which holds a dominant position in the semiconductor market — has seen its share price surge 49 percent so far this year.
The sharp rise in Taiwan’s stock market capitalization, contrasted with the decline in India’s market value, highlights two major forces shaping global financial markets in 2026.
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First, the U.S.-Iran conflict has driven oil prices sharply higher, seriously weighing on the growth outlook for countries heavily dependent on energy imports, such as India.
Second, strong optimism surrounding artificial intelligence has fueled a rally in global technology stocks, disproportionately benefiting manufacturing hubs such as Taiwan and South Korea.
According to the Taipei Times, Franklin Templeton fund manager Yi Ping Liao said: “Taiwan’s rising market capitalization is fundamentally a reflection of its heavy concentration in tech hardware, which is currently at the center of the AI investment cycle.”
She added, “Markets with limited exposure to tech hardware are increasingly being overshadowed by tech hardware-heavy markets such as Taiwan and [South] Korea.”
COMPUTEX is becoming the front line of the global AI race
As the AI boom continues, the upcoming 2026 COMPUTEX Taipei 2026 is set to attract two of the biggest figures in the AI industry: Lisa Su, CEO of Advanced Micro Devices, and Jensen Huang, CEO of Nvidia, both of whom will visit Taiwan to promote the event.
According to a report by Radio Taiwan International, this year’s exhibition theme is “AI Together.” The event will be held from June 2 to June 5 at Taipei Nangang Exhibition Center Halls 1 and 2, the Taipei World Trade Center, and the Taipei International Convention Center.
The exhibition is expected to be massive in scale, drawing around 1,500 exhibitors and featuring approximately 6,000 booths. It will focus on three major themes: AI computing, robotics and smart mobility, and next-generation communications.
In addition to Lisa Su and Jensen Huang, this year’s COMPUTEX is expected to reach unprecedented scale. CEOs and senior executives from global technology giants including Intel, Qualcomm, Arm Holdings, Marvell Technology, and NXP Semiconductors are also expected to attend and deliver keynote speeches, turning Taiwan into the frontline of global AI competition.
The gathering of AI industry leaders also reflects the transformation of COMPUTEX itself. In the past, the exhibition mainly showcased personal computer components and hardware. Today, it has evolved into a major global AI platform.
Demand for Jensen Huang’s keynote speech has become extraordinarily high. A few years ago, his presentations were held at the National Taiwan University Sports Center. This year, the venue has been upgraded to the Taipei Music Center, which can accommodate 5,000 people — illustrating how dramatically both Huang’s influence and the AI industry have grown.
According to reports, Huang will not only attend Nvidia Taiwan’s employee gathering, but is also expected to host a high-profile banquet with senior executives from Taiwan’s AI supply chain, demonstrating Nvidia’s strong emphasis on Taiwan’s semiconductor and electronics manufacturing ecosystem.
In addition, the event organizer, the Taiwan External Trade Development Council, announced that Jensen Huang will appear alongside Matt Murphy, chairman and CEO of Marvell, to discuss how cooperation can provide customers with more diverse options when developing next-generation AI infrastructure.
Exhibition business opportunities reflected in export growth
When asked by media about the business opportunities generated by COMPUTEX, James Huang said the benefits are mainly reflected in export growth, Focus Taiwan reported.
He noted that Taiwan’s exports reached US$80.1 billion in March this year, with AI serving as the core growth driver. He predicted that the AI industry could contribute up to 70 percent of Taiwan’s exports over the next six months.
Asked about the government’s NT$100 billion initiative aimed at accelerating the transformation and upgrading of small and medium-sized enterprises and traditional industries, Huang explained that Taiwan has around 1.7 million SMEs, about 10 percent of which are involved in exports — making them the main service targets of the trade council.