Global PC shipments are forecast to fall by 11.3% in 2026, as the PC market worldwide suffers under a memory crunch that is not expected to ease until the end of 2027. However, Apple has emerged as the only company to shine amid the bleak landscape, driven by surprisingly strong demand for its MacBook Neo.

Nvidia CEO Jensen Huang introduced RTX Spark, co-developed with MediaTek, at Nvidia GTC Taipei, with PC brands expected to launch products in the third quarter of 2026. While widely seen as Nvidia's return to Windows on Arm after a 15-year absence and a challenge to Qualcomm, RTX Spark points to a larger fight over AI-era endpoints.

Qualcomm's new entry-level Snapdragon C lineup is not directly tied to Apple, according to Kedar Kondap, senior vice president and general manager of compute and gaming at Qualcomm. The company launched the product line to fill a gap in its entry-level portfolio while maintaining its emphasis on low power consumption and high performance.

Liteon Technology showcased AI power management and liquid cooling solutions at COMPUTEX 2026, highlighting technologies aimed at supporting both AI PCs and next-generation AI data centers.

Intel's effort to rebuild confidence in its manufacturing technology is facing an early test, as PC makers struggle to secure laptop processors built on the company's 18A process.

Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as well as in the development of application-specific integrated circuits (ASICs). In response to future demand, the company is preparing for power needs and production capacity, planning to add three more plants in the US by the end of 2026.

Nvidia CEO Jensen Huang's frequent appearances with global tech chairmen and CEOs signal more than AI hype. They point to a redistribution of influence across the next generation of AI infrastructure.

Google moved into the AI glasses market with new Android XR smart glasses co-developed with Samsung Electronics and partnerships with eyewear brands, and the entry is expected to lift global AI glasses shipments to 17.5 million units in 2026, according to DIGITIMES analyst Brandon Fang. The product roadmap under Google's plan divides offerings into voice-based AI glasses and display-type glasses, with the voice model slated for the third quarter of 2026 and the display version expected in the second half of 2026.

At COMPUTEX 2026 in Taipei, HOMEE AI, Osense Technology, and Senao International unveiled new AI products aimed at shifting deployment from cloud training to real-world inference and edge applications. HOMEE AI presented a spatial AI ecosystem that combines 3D scanning, digital twins, and spatial computing to link home viewing, interior design, purchasing, and space management, while Osense and Senao showcased video generation, customer service, and enterprise edge computing offerings designed for rapid commercial rollout.

At Microsoft Build 2026 on June 2, Microsoft outlined how it is reshaping its Windows and Surface portfolios around AI agents — software that acts autonomously on a user's behalf rather than waiting for manual commands. Across four announcements spanning silicon, devices, the cloud, and operating-system security, the company framed a shift it described as moving "from apps to agents — from software you open to intelligence you invoke."

Acer and Taipei Computer Association (TCA) Chairman Jason Chen said Nvidia's AI PCs, designed specifically for agentic AI functions, point to a new usage model in the AI era and could create fresh demand in the PC market. He said the PC industry, which had been stuck in stagnation or decline for years following a pandemic-era boom due to a shift toward working and studying from home, now has a chance to rebound as AI shifts from training to inference.

The global notebook market is entering a new phase of competition as AI-driven products reshape demand, even as the broader recovery has fallen short of expectations. Apple is pressuring the low end with the MacBook Neo, while Nvidia is moving upmarket with the RTX Spark high-end AI PC.

Nvidia CEO Jensen Huang said the computing industry is entering an era of "agentic computing," in which data centers, personal computers, autonomous vehicles, humanoid robots, and satellite systems will share a common AI architecture. He framed the shift as a broad reworking of how future devices will operate.

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.

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.

Nvidia and MediaTek have formally entered the AI PC and Windows on Arm market with the unveiling of RTX Spark at Computex 2026, ending two years of low-profile development. The first products are expected from Dell, HP, Lenovo, and MSI in autumn 2026.

After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly from April, while the third-quarter memory contract price increase is expected to slow from a high base but remain firmly on an upward trend, with quarterly gains likely to stay in the double-digit 10-20% range.

Asus chairman Jonney Shih said the company is extending its AI strategy beyond servers into agentic AI, edge AI, and physical AI, while treating humanoid robots as a major future market. He said the company's AI server shipments are surging and that physical AI has already been made a long-term priority.

Chinese consumer electronics and tech brands have made significant strides in quality and innovation over the past few years, yet trust remains a persistent challenge in Western markets. Ongoing geopolitical tensions and media framing have added further complexity to that dynamic.

Lenovo Group is stepping up its AI infrastructure push. Lenovo chairman and CEO Yuanqing Yang said on May 28 at the 2026 World Intelligence Expo that the company will invest in Tianjin to build a next-generation AI computing product R&D and manufacturing center, with mass production planned for 2027, as Lenovo seeks a larger share of the AI infrastructure market.

Microsoft used Nvidia GTC to preview Surface Laptop Ultra and its broader Windows platform strategy ahead of Build, highlighting a shift toward on-device AI agents and developer workloads. The company emphasized deeper Windows 11 integration with Nvidia hardware, aiming to unify performance, security, and AI tooling across next-generation PCs.

MediaTek said it expects artificial intelligence (AI) to move from centralized cloud systems into consumer devices, home servers, and new products such as AI glasses. The shift could reshape global demand for chips, data privacy, and device design, as companies race to build the next wave of AI hardware.

Asustek Computer (Asus) chairman Jonney Shih outlined the company's artificial intelligence (AI) strategy roadmap and also commented on whether Apple's entry-level MacBook Neo could challenge the mainstream Windows notebook market at a company shareholders meeting on May 29.

Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first quarter of 2026, while its optical communications business is targeting advanced optical source packaging and testing services. Both new application areas are expected to gradually ramp up in 2027, creating new growth momentum for revenue and gross margins.