Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia’s B300 and GB300 AI servers, with the GB10 model especially popular. While AI servers are booming, the PC market faces headwinds from memory shortages and rising prices, which inevitably impact sales. Liao expects memory price increases to persist, making current PC prices the lowest point for the year.

Ritek’s warning that geopolitical tensions, petrochemical volatility, and rising manufacturing costs have tightened polycarbonate supplies points to global impacts: recordable optical disc prices are expected to rise nearly 20% in the second quarter of 2026, potentially affecting data-archiving, media production, and storage procurement strategies worldwide and could alter cost forecasts globally.

Greta Wen, CEO of the Artificial Intelligence Foundation (AIF), warned at DIGITIMES’ AI EXPO that Taiwan faces an oversupply of AI computing power but a critical shortage of AI talent — a disparity with global implications as companies struggle to find personnel capable of aligning AI technologies with business needs and delivering results effectively.