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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

Korea\'s top three telecoms bet future on AI as focus shifts from networks

South Korea\'s telecommunications industry is rapidly shifting its centre of gravity to artificial intelligence, with SK Telecom, KT and LG Uplus all declaring a transformation into AI companies. SK Telecom is pushing a full-stack AI strategy spanning infrastructure, models and services, while KT is accelerating a B2B-focused push to become an \"AX\" platform company. LG Uplus is positioning itself as an AI software company through its ixi-O agent, stressing safety and security. Industry officials say the next test is profitability.

Industry

MLPerf inference v6.0 benchmark released as AI inference datacentre chip race intensifies

MLCommons released MLPerf inference v6.0 benchmark results on April 1, with 23 companies submitting 451 results comparing datacentre accelerators from Nvidia, AMD and Intel. The round added new large generative AI models including DeepSeek-R1 and Llama 3.1 405B, and expanded beyond text generation to video and multimodal benchmarks. Nvidia posted top scores with Blackwell-based GB300 and B300 systems, while AMD entered clusters using Instinct MI355X.