Industry
Memory shortage shadow looms over Computex 2026 as HBM4 supply race intensifies
Computex 2026, to be held in Taipei on June 2 to 5, carries the theme \"AI Together\" and will feature 1,500 companies across 6,000 booths. The article says a key focus is the fight to secure supplies of high-bandwidth memory HBM4 for next-generation AI accelerators, alongside sensitivity to DRAM and NAND price volatility. Keynotes from Nvidia, Qualcomm, Marvell and Intel are seen as signaling demand and supply conditions.
