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Industry

AI demand debate clouds memory order visibility

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.

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.

AI & Enterprise

Qualcomm shares up 75 percent in a month, emerges as a leader in physical AI

Qualcomm shares jumped 12 percent on May 22 to a record high and are up 75 percent over the past month, CNBC reported. The move reflects Wall Street’s recognition of Qualcomm’s position in the physical AI boom, it said. CNBC said Qualcomm is cementing its role as a key chip supplier for connected devices such as smart glasses, cars and robots. It also cited partnerships and contracts spanning automakers, and plans for data-centre chips.