Whether AI token demand is translating into real economic output has emerged as a key precondition for forecasting DRAM and high-bandwidth memory supply and demand. Executives at Computex 2026 projected token consumption to surge through 2030, while memory makers outlined capacity expansion plans. Analysts and industry sources noted, however, that AI outputs are often not captured in statistics, making it difficult to verify whether demand is structural or temporary and limiting order visibility.

A visit to the Computex 2026 show in Taipei suggests the event is shifting from a PC hardware showcase to an AI-focused exhibition. Nvidia highlighted AI-optimised devices such as RTX Spark and DGX Station, pushing large-memory systems aimed at running big models locally. Taiwan supply-chain firms showcased work on AI server racks, cooling and high-voltage direct current power distribution. The AI push also extends to robotics, autonomy and factory automation, while cost and profitability concerns remain.