Powering the AI Economy: Reflections from My Visit to NTUST
ASUS executives highlighted Taiwan’s AI hardware dominance and outlined the company’s shift from PCs to full-stack AI solutions during a visit to NTUST, emphasizing talent development and real-world deployment.
Taiwan’s climb to the world’s fourth-ranked economy by IMD competitiveness reflects deliberate policy, resilient culture, and leadership in semiconductors, AI servers, and PCs, supported by a tightly integrated supply chain rather than loose connections. The island now accounts for roughly 90% of leading-edge semiconductor manufacturing and about 90% of global AI server shipments, creating a near-complete AI supply chain that few other economies can replicate.
ASUS, once known primarily as a PC maker, has expanded its server business more than fivefold, with Infrastructure Solutions now contributing 36% of brand revenue. The company operates 128 ESC N8-E11 servers at Ubilink, Taiwan’s largest supercomputing facility, illustrating its role as an AI infrastructure provider rather than a hardware-only vendor.
AI PCs now generate over half of ASUS’s PC revenue, and the company holds more than 25% of the global Copilot+ AI PC market through partnerships with AMD, Intel, NVIDIA, and Qualcomm, reflecting a deliberate strategy to integrate devices, infrastructure, and applications into a unified stack.
Internally, ASUS’s AI Hub runs more than 3,000 employee-created assistants at roughly 5% the cost of typical subscription alternatives, while its Gen AI Committee and training programs support responsible adoption across 40 countries, underscoring a focus on practical deployment and talent development.