DIGITIMESAsia

DIGITIMES analyst Joyce Chen shares her key takeaways from Computex 2026, offering a grounded perspective on 's next phase of growth, the rise of ASIC, the realities of AI PCs, and why Taiwan remains at the center of the global supply chain.

Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same four products he had unveiled in Taipei.

Following reports on orders from ByteDance, has reportedly landed more orders, with a separate project for a US cloud service provider also taking shape.

Qualcomm wins ASIC customers beyond ByteDance Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from and other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its...