Computex 2025 Day 2：AI创新贯穿边缘计算、通信连接和基础建设

Core Insights - The article emphasizes that AI is no longer a hollow concept, showcasing its real value in creating a complete ecosystem that encompasses cloud, edge, and everything in between [2] Group 1: Foxconn's Transformation - Foxconn is transitioning from a contract manufacturer to a builder of AI infrastructure, supported by the Taiwanese government, in collaboration with NVIDIA and TSMC to establish an AI supercomputer center with an initial scale of 20MW, expanding to 100MW [3] - The "3+3" strategy focuses on integrating AI with electric vehicles, digital health, and robotics, while reinforcing the technological foundations of semiconductors and next-generation communications [4] - Foxconn aims to achieve an 80% automation rate in its global manufacturing bases, reducing human involvement to 20%, aligning with its smart city strategy to enhance urban traffic and energy management through AI [5] Group 2: MediaTek's Strategic Moves - MediaTek announced a strategic partnership with NVIDIA, becoming one of the first partners to adopt the NVLink Fusion architecture, aiming to provide customized AI chip solutions for large-scale cloud service providers [9] - MediaTek's first 2nm chip is set to complete "tape-out" in September, marking a significant milestone in advanced process technology and solidifying its position among industry leaders [10] - In smart home applications, MediaTek showcased a gateway that combines 5G FWA and Gen AI, indicating potential for future killer applications by around 2026 [11] Group 3: Qualcomm's Innovations - Qualcomm introduced the Snapdragon FWA Gen 4 Elite platform, claiming to be the world's first of its kind, which enhances AI inference speed by 30% and improves network selection capabilities [20] - The company also launched products aimed at Wi-Fi networks and mixed reality, supporting maximum transmission speeds of 5.8Gbps and ultra-low latency, targeting enterprise applications and future connected vehicles [20] Group 4: Analyst Perspectives - Analysts from Counterpoint Research noted that Foxconn is evolving into a comprehensive AI and digital platform integrator, combining its diversified "3+3" strategy with deep AI integration across the entire industry chain [7] - MediaTek's collaboration with NVIDIA on NVLink Fusion technology is seen as crucial for expanding its presence in AI data centers, automotive, and edge computing markets [14] - Qualcomm is redefining the future of broadband and connectivity experiences across consumer, enterprise, and industrial applications [20]