Industry Insights - The 2025 Taipei International Computer Exhibition (COMPUTEX 2025) will take place from May 20 to 23, focusing on "AI and Accelerated Computing Technology Breakthroughs" with a keynote speech by NVIDIA's CEO Jensen Huang on May 19 [1] - The exhibition will center around the theme "AI Next," showcasing the latest research and cutting-edge applications in artificial intelligence, particularly in smart computing, robotics, and next-generation technologies [1] - The integration of AI and robotics is becoming a global focus, with a shift from companion robots in 2024 to more commercial and household multifunctional robots in 2025, indicating accelerated product deployment [1] Market Trends - The VR/MR market is expected to see significant growth, with projected shipments reaching 40.1 million units by 2030 and a compound annual growth rate (CAGR) of approximately 33% [2] - The AR market is anticipated to grow rapidly, with the Micro-LED AR smart glasses chip market projected to reach $383 million by 2026, and a CAGR of 704% from 2023 to 2026 [2] - NVIDIA's Jensen Huang forecasts that the Chinese AI market will grow to $50 billion in the next 2-3 years, highlighting potential revenue losses for U.S. companies if they miss out due to policy restrictions [2] Company Developments - Huajin Technology has showcased a range of products including AI PCs, AI servers, and intelligent terminals for various AI applications [3] - Yidao Information has launched a new AIPC that utilizes the same chip as Microsoft's Surface Pro, featuring an integrated AI acceleration engine (NPU) [3]