Intel CEO Lip-Bu Tan opened his Computex 2026 keynote in Taipei on June 2 with a personal note that set him apart from every Intel CEO before him.

Nvidia's new N1X processor, developed with MediaTek, signals a broader shift in PC computing as AI agents gain traction worldwide. The Arm-based chip could boost supply choices, intensify competition with Intel and AMD, and reshape demand patterns across notebooks, servers, and consumer devices.

On the first day of Computex 2026 in Taipei, Marvell Technology CEO Matt Murphy made a pointed argument to an audience of industry insiders: the next major bottleneck in AI infrastructure is not compute or memory; it is connectivity.

Nvidia used GTC Taipei on June 1, 2026, to unveil RTX Spark, also known as N1X, a new AI PC system-on-chip designed for native AI agent workloads rather than mainstream Windows PCs. The chip appears designed to fill a gap in consumer hardware that cannot reliably handle local, autonomous AI tasks.

Unimicron Technology has completed a full board re-election, with newly appointed chairman SC Chien formally taking charge as the IC substrate supplier prepares for a new phase of PCB demand driven by AI.

Intel is expanding its data center portfolio with new Xeon 6+ processors, Ethernet E835 networking products, and fresh details on its Crescent Island AI accelerator, positioning the CPU as a central control point for the next phase of AI infrastructure.

When Marvell CEO Matt Murphy asked ASE Group CEO Tien Wu what makes Taiwan's technology ecosystem unique — and why it is so hard to replicate elsewhere — the answer was less about technology than about time.

Nvidia CEO Jensen Huang made a surprise guest appearance during Marvell Technology CEO Matt Murphy's keynote at Computex 2026 in Taipei on June 2, joining Murphy on stage for about 10 minutes in what became the most-talked-about moment of the one-hour presentation.

SK Hynix is reportedly preparing to mass-produce a new generation of 200-layer-class NAND flash memory based on floating-gate (FG) architecture at its Dalian Phase 2 facility in China, as the company seeks to strengthen its position in the fast-growing enterprise SSD (eSSD) market for AI data centers.

Micron outlined a broad AI memory and storage strategy ahead of Computex 2026, saying surging demand across data centers and intelligent edge devices is reshaping the semiconductor landscape. The company announced solutions spanning high-bandwidth memory, low-power DRAM and PCIe Gen5 SSDs, and said these products address growing requirements for capacity, bandwidth and efficiency as AI workloads expand from training to large-scale inference and agentic systems.

In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes are running through the entire AI sector, pushing Nvidia's market value higher, lifting cloud revenue and profits at Amazon, Microsoft, and Google to record levels, and driving the valuations of AI startups OpenAI and Anthropic to nearly US$1 trillion.