"Asia's largest AI technology expo, ComputeX, opens next week, with Jensen Huang leading a lineup of AI giants taking the stage."

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Nvidia CEO Jensen Huang will lead a group of AI computing industry giants at Asia’s largest tech expo, ComputeX 2026. This week-long grand event has evolved from a PC-era industry gathering into a core forum for the global AI competition.

ComputeX 2026 will officially open on June 2. This year’s exhibition will focus on three main themes: the rise of challengers to Nvidia, intensified AI supply chain bottlenecks, and the potential impact of China's technological power. Qualcomm CEO Cristiano Amon will speak on Monday; Intel CEO Pat Gelsinger and Arm Holdings CEO Rene Haas will also deliver addresses, making the competitive dynamics clear.

Statements and disclosures during the event carry direct investment reference value. Demand for AI infrastructure continues to surge, with memory chip revenue expected to double this year to $595 billion, and supply bottlenecks possibly lasting until the end of 2027. Against this backdrop, company capacity planning and order movements will be closely watched.

Challengers Assemble, Nvidia's Dominance Put to the Test

Intel CEO Pat Gelsinger enters with strong momentum. Tan (Gelsinger) has established close ties with U.S. President Trump and has driven Intel to reshape its image as America's flagship chip manufacturer. Intel’s stock price has risen sixfold over the past year.

Qualcomm’s moves are equally noteworthy. Cristiano Amon will elaborate Qualcomm’s AI era strategic plan in his Monday speech. According to Bloomberg, Qualcomm has signed an agreement with ByteDance to supply chips to its data centers—a critical breakthrough for a company striving to expand from smartphone processors to AI infrastructure.

On Tuesday, former Nvidia executive and Arm Holdings CEO Rene Haas will detail Arm’s plans to enter self-developed chip sales. Arm has long provided blueprints for the semiconductor industry; Qualcomm, Apple, and MediaTek all build products based on Arm designs. Now Arm is beginning to compete directly with these customers, with Meta Platforms becoming its first major client.

Supply Bottlenecks Spread, Pressure May Continue Until End of 2027

Surging demand for AI infrastructure is causing tension across multiple parts of the supply chain. Emily Hong, chairwoman of Nvidia’s major server manufacturer Wiwynn Technology, warned this week that supply shortages of key components have exceeded the realm of memory chips and are spreading to broader parts; this situation may not ease until late 2027.

“Prices of everything are rising in sync,” said Emily Hong. “GPUs are expensive, memory is also extremely costly, and we now need extra funds to cope.” She also disclosed that clients now ask about supply and capacity guarantees before placing orders.

Nvidia expects its annual GPU business revenue to reach $500 billion, and demand for memory chips remains hot. IDC data shows revenues in the memory sector are expected to double to $595 billion this year, as hyperscale cloud providers are willing to pay premiums to lock in supply. Driven by this, Micron and SK Hynix have this week joined Samsung in the trillion-dollar market cap club.

The bottleneck is not limited to memory. Industry executives also mention CPU shortages—stemming from rapid proliferation of AI inference and agent platforms—as well as supply gaps for network chips required for data transmission. Optical interconnection technology has become a new hot topic due to expected demand from Nvidia’s flagship platform Vera Rubin, pushing up stocks such as Nokia, which previously had little connection to AI infrastructure.

Moor Insights & Strategy chief analyst Anshel Sag said: "We will see AI infrastructure and physical AI dominate the entire event, driven by both diversified strategies and the race to capture the fast-growing AI market."

PC Market: Apple’s Low-Priced MacBook Shakes Up the Landscape

Outside of the AI wave, the traditional PC market is also stirring. Lenovo and Dell have benefited greatly in stock prices thanks to their shifts toward serving AI infrastructure providers. But Apple has entered the entry-level notebook market with its $599 MacBook Neo, putting pressure on the entire PC ecosystem.

IDC research director Bryan Ma said: "The MacBook Neo is a big thorn for the PC industry; I expect to see responses from the PC ecosystem during the event."

Apple’s timing is quite subtle. inSpectrum data shows spot prices for some memory products have risen more than 600% over the past year. In the already slim-margin entry-level device market, only large-scale operators like Apple and Lenovo can control costs rather than passing all the pressure onto consumers.

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