[Weekly Taiwan Business News] Memory Production Value for 2027 Significantly Revised Upward; NVIDIA CEO Declares Arrival of "AI Agent Era" at COMPUTEX Opening [June 8, 2026 Issue]

Y's Consulting Group (Headquarters: Taipei City, Republic of China; Representative: Yasushi Yoshimoto), a provider of market trends and industry information from Taiwan, reported in the June 8, 2026 issue of "Weekly Taiwan Business News" that this year's "COMPUTEX TAIPEI" recorded its highest number of visitors ever, enveloped in an atmosphere heralding the full-scale dawn of the AI agent (autonomous AI) era. Furthermore, with the explosive increase in AI demand, production value forecasts for the semiconductor and memory markets have been significantly revised upwards.

【Highlights】

COMPUTEX 2026 Opens: NVIDIA Declares New AI Era

"COMPUTEX 2026," Asia's largest IT trade show, which opened on June 2nd, recorded its highest-ever attendance with a total of 60,000 visitors on the first day alone. This year's theme is "AI Together," featuring 1,500 exhibitors from 33 countries and regions worldwide.

At the opening ceremony, President Lai Ching-te emphasized, "Protecting peace in the Taiwan Strait is Taiwan's mission for the global tech industry's supply chain," and pledged support for stable power supply and human resource development.

Key Business and Economic Topics This Week

1. Memory Market Expands Rapidly Due to Increased AI Demand; Major Companies See Soaring Sales

Market research firm TrendForce states that the AI industry has entered an era focused on inference from large language model (LLM) training, leading to a surge in memory demand and a significant upward revision of global memory production value forecasts.

- Nanya Technology: Recorded consolidated sales of NT$27.67 billion in May, 8.3 times higher than the same month last year, marking a new record high for seven consecutive months. A new factory for DDR5 production is scheduled to commence operations in early 2027.

- Transcend Information: Consolidated sales in May reached NT$6.298 billion, 5.7 times higher than the previous year, maintaining historically high levels.

2. Taiwan High Speed Rail to Invest NT$200 Billion in Critical Equipment Renewal

Following a major delay incident caused by a signal anomaly at the end of May, Taiwan High Speed Rail (THSR) announced it will proceed with a complete renewal of its equipment, 15 years ahead of its original schedule.

- Investment Scale: Approximately NT$200 billion (about 1 trillion JPY)

- Equipment Subject to Renewal: Critical infrastructure including signaling, power, rolling stock, and tracks.

- Background: Significant aging of some components, such as voltage and temperature sensors, exceeding expectations has been confirmed. Alongside the investigation into the cause, a large-scale overhaul is planned to enhance safety and ensure stable operations.

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