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A lot to unpack from today's IDC briefing at #COMPUTEX2026. π§ The room came alive over coffee and conversations that ran well past the last slide. β Thank you Taipei. See you at COMPUTEX 2027. π #IDC
The semiconductor industry hits $1.3T in 2026. Half from chips most of us have never seen in person. IDC's Nicole Liu closing #IDCComputex2026 with the AI-conomics paradox every vendor needs to face. #Computex2026#AI#Semiconductors
The memory crisis isn't just a supply story β it's reshaping how AI accelerators are designed & sold. IDC's Phil Solis on stage now at #IDCComputex2026 on integrated vs discrete AI accelerators. #Computex2026#AI#Semiconductors
IDC analysts reporting from Day 2 at Computex Taipei 2026.
π Meet with an IDC Analyst at COMPUTEX: https://t.co/4vrSqTkMgE
#Computex2026#AI#Semiconductors
AI PCs were supposed to be the next big thing. So what happened? IDC's Bryan Ma on stage now at #IDCComputex2026 β memory constraints, elusive use cases & a shifting hardware landscape all in play. #Computex2026#AI#Semiconductors#AgenticAI
"Chips are no longer industry inputs β they are strategic infrastructure. And once you see them that way, 2026 looks very different." β IDC's Jeff Janukowicz on stage now at #IDCComputex2026#Computex2026#AI#Semiconductors
The room is filling up in Taipei. Senior leaders across semiconductors, AI infrastructure & devices are here. Conversations already underway. π Mountain Room, Courtyard by Marriott Taipei.
#Computex2026#AI#Semiconductors
Getting set up at the Mountain Room, Taipei. IDC analysts on the ground for The Next AI Shift: Inference, Memory & the Future of Smart Devices. Follow this page for updates. #Computex2026#AI#Semiconductors
IDC analysts reporting from Day 1 at Computex
#AgenticAI is rewriting data center economics. Intel is repositioning as a full-stack AI platform. RTX Spark unveils. And commercial robotics timelines are compressing fast.
π Meet with an IDC Analyst: https://t.co/4vrSqTkMgE
After COMPUTEX: what does the AI buildout mean for memory supply, pricing, and AP exposure?
π Join IDC on July 8 at 2 PM SGT for insights across Taiwan, Korea, Japan, and the wider ecosystem.
Register: https://t.co/BF8fjzyXZY
#MemoryMarket#Semiconductor#DRAM#NAND#HBM
Tomorrow. 8AM SGT.
IDC. NVIDIA. Singtel Digital InfraCo.
60 minutes on telecom's AI future in APAC. Live Q&A included.
Last chance: https://t.co/XqX1p58wsm
#Telecom#APAC#AI#TelcoLeadership
2 days to go.
Sovereign AI. Distributed inference. Capex reallocation.
IDC + NVIDIA + Singtel Digital InfraCo. This Wednesday, June 3 at 8AM SGT.
Register: https://t.co/XqX1p58wsm
#Telecom#AI#APAC#SovereignAI
Telcos own the infrastructure, the data, the customer relationships.
Most haven't monetized them. Yet.
Join IDC, NVIDIA + Singtel Digital InfraCo on June 3.
Register: https://t.co/XqX1p58wsm
#TelcoAI#APAC#AI#Telecom
As COMPUTEX puts AI infrastructure in focus, HBM demand is creating a dual-track opportunity and new pressure across DRAM/NAND.
π Join IDC's July 8 outlook at 2 PM SGT.
π Register: https://t.co/BF8fjzyXZY
#MemoryMarket#Semiconductor#DRAM#NAND#HBM#AsiaPacific
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