The upcoming ComputeX 2026, Asia's largest technology exhibition, is set to open next week with NVIDIA CEO Jensen Huang leading a roster of AI computing giants. The week-long event has evolved from a PC-era industry gathering into a central forum for the global AI competition.
Scheduled to commence on June 2nd, this year's expo will center on three major themes: the rise of challengers to NVIDIA's dominance, intensifying bottlenecks in the AI supply chain, and the potential impact of Chinese technological prowess. Qualcomm CEO Cristiano Amon will take the stage on Monday, followed by speeches from Intel CEO Pat Gelsinger and Arm Holdings CEO Rene Haas, highlighting a clear multi-party competitive landscape.
Statements and disclosures during the exhibition hold direct investment reference value. With demand for AI infrastructure continuing to explode, memory chip revenue is forecast to double this year to $595 billion, while supply bottlenecks may persist until the end of 2027. Against this backdrop, companies' capacity plans and order trends will be under intense scrutiny.
**Challengers Assemble, Testing NVIDIA's Hegemony** Intel CEO Pat Gelsinger enters with strong momentum. Gelsinger has cultivated a close relationship with U.S. President Donald Trump and is driving Intel's reinvention as a standard-bearer for American chip manufacturing, with the company's stock surging sixfold over the past year.
Qualcomm's moves are equally noteworthy. Cristiano Amon will outline Qualcomm's strategic positioning for the AI era in his Monday keynote. According to Bloomberg, Qualcomm has reached an agreement with ByteDance to supply chips for its data centers—a pivotal breakthrough for a company striving to expand from smartphone processors into AI infrastructure.
On Tuesday, former NVIDIA executive and Arm Holdings CEO Rene Haas will detail Arm's plans to venture into selling its own self-designed chips. Long an architecture blueprint provider for the semiconductor industry, with companies like Qualcomm, Apple, and MediaTek building products based on its designs, Arm is now beginning to compete directly with these clients. Meta Platforms has reportedly become its first major customer.
**Supply Bottlenecks Spread, Pressure May Last Until Late 2027** The frenzy of demand for AI infrastructure is creating strain across multiple points in the supply chain. Emily Hong, Chairman of Wiwynn, a key server manufacturer for NVIDIA, warned this week that shortages of critical components have extended beyond memory chips to broader components, and this situation may not ease until the end of 2027.
"Prices for everything are rising in sync," stated Emily Hong. "GPUs are expensive, memory is also very expensive, and we now need additional capital to cope." She also revealed that clients inquire about component and capacity availability before placing orders.
NVIDIA anticipates its annual GPU business revenue will reach $500 billion, while demand for memory chips is similarly red-hot. IDC data shows that as hyperscale cloud providers are willing to pay premiums to secure supply, memory industry revenue is projected to double this year to $595 billion. Driven by this, Micron Technology and SK Hynix joined Samsung this week in the trillion-dollar market capitalization club.
The bottlenecks are not limited to memory. Industry executives also cite CPU shortages—stemming from the rapid adoption of AI inference and agent platforms—and supply gaps for network chips needed for data transfer. Optical interconnect technology has become a new hotspot due to demand expectations for NVIDIA's flagship Vera Rubin platform, driving up stocks like Nokia, which previously had less direct association with AI infrastructure.
"We will see AI infrastructure and physical AI dominate the entire show," said Anshel Sag, Principal Analyst at Moor Insights & Strategy. "This is driven by both diversification strategies and the race to capture the high-growth AI market."
**PC Market: Apple's Low-Cost MacBook Shakes Up the Landscape** Beyond the AI wave, undercurrents are also swirling in the traditional PC market. Lenovo and Dell have seen their stocks benefit significantly from their transformation into AI infrastructure providers. However, Apple's entry into the entry-level notebook market with the $599 MacBook Neo is putting pressure on the entire PC ecosystem.
"The MacBook Neo is a thorn in the side of the PC industry," said Bryan Ma, Research Director at IDC. "I expect to see the PC ecosystem respond to this during the exhibition."
Apple's timing is particularly delicate. Data from inSpectrum shows spot prices for some memory products have surged over 600% in the past year. In the already razor-thin margin market for entry-level devices, only large-scale operators like Apple and Lenovo have the ability to control costs without fully passing the pressure on to consumers.
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