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Wednesday 3 June 2026
Notebook shipment update, April 2026

Introduction

Wednesday 3 June 2026
Micron's HBM4 push signals bigger Nvidia supply role
Micron Technology may supply more HBM4 memory for Nvidia's next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment...
Wednesday 3 June 2026
Liteon: RTX Spark could turn AI PCs into personal assistants
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...
Wednesday 3 June 2026
The robotics future will arrive in stages, Qualcomm exec predicts
Qualcomm's view of the robotics industry points to a market that is rapidly taking shape, but along sharply diverging paths of complexity and time horizon.
Wednesday 3 June 2026
NAND market hits record as YMTC closes in on global rivals
The global NAND flash memory market reached a record US$46 billion in revenue in the first quarter of 2026, driven by AI infrastructure demand, higher enterprise SSD shipments, and...
Wednesday 3 June 2026
Google's AI glasses to boost wearable shipments to 17.5 million in 2026
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...
Wednesday 3 June 2026
Middle East war drives LME aluminum to 4-year high, squeezing chip equipment margins
Rising global geopolitical risk and tightening supply in some markets have pushed London Metal Exchange (LME) aluminum prices higher in volatile trading, adding cost pressures to industries...
Wednesday 3 June 2026
Acer chair says AI agents could reignite PC demand
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...
Tuesday 2 June 2026
AI PCs and low-end MacBooks stir weak notebook market
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...
Tuesday 2 June 2026
EVE Energy ends six-year partnership with SK On
A six-year battery partnership that once symbolized cross-border cooperation between China and South Korea is coming to an end, reflecting broader shifts in the global energy indus...
Tuesday 2 June 2026
Ennoconn expects AI business to surpass NT$10 billion in 2026
Ennoconn, a Taiwan-based industrial PC (IPC) vendor, said on June 1 at a forum in Taipei that its physical AI business is expected to exceed NT$10 billion (US$318.93 million) in 2026,...
Tuesday 2 June 2026
Anthropic files confidential paperwork for IPO, racing ahead of OpenAI
Anthropic announced that it has filed confidential paperwork to go public on June 1 to the US Securities and Exchange Commission, pulling ahead of rival OpenAI for now in the IPO race...
Tuesday 2 June 2026
Nvidia's N1X chip adds pressure to x86 PCs as AI demand reshapes the market
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...
Tuesday 2 June 2026
Analysis: RTX Spark expands PC ecosystem rather than rivaling it
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...
Tuesday 2 June 2026
Data Image to show rugged high-brightness displays for AI unmanned vehicles at Computex 2026
Data Image will exhibit rugged outdoor display solutions for AI unmanned vehicles at BenQ Qisda Group's "AI in Action" pavilion during Computex 2026, the company announced. The firm...