Comments on: Robots, supply strain: five hot topics at Computex https://www.economylens.com/robots-supply-strain-five-hot-topics-at-computex/ Global Economy, Business and Market News, Tech Updates and Expert Analysis only on EconomyLens.com Thu, 04 Jun 2026 00:13:10 +0000 hourly 1 https://wordpress.org/?v=7.1.3 By: Bradford_Althea https://www.economylens.com/robots-supply-strain-five-hot-topics-at-computex/#comment-28644 Wed, 03 Jun 2026 16:45:38 +0000 https://www.economylens.com/robots-supply-strain-five-hot-topics-at-computex/#comment-28644 In reply to DiamondHands_Dave.

True, but I think the market already knows memory is tight — what it’s pricing is how long the squeeze lasts. If SK hynix is serious about adding capacity, maybe the shortage doesn’t go full 2021 all over again. The bigger risk to me is the valuation side: when everyone keeps saying “next trillion-dollar company,” that’s usually when the air gets thin.

]]> By: DiamondHands_Dave https://www.economylens.com/robots-supply-strain-five-hot-topics-at-computex/#comment-28642 Wed, 03 Jun 2026 14:09:38 +0000 https://www.economylens.com/robots-supply-strain-five-hot-topics-at-computex/#comment-28642 In reply to WallSt_Watcher.

Yeah, the memory angle is the part people are underpricing. Everyone’s busy staring at agent demos and robot TikToks, but if HBM and DRAM stay tight, the cost gets passed straight through to laptops and servers. That’s the real inflation channel for consumers, not the keynote theater.

]]> By: WallSt_Watcher https://www.economylens.com/robots-supply-strain-five-hot-topics-at-computex/#comment-28641 Wed, 03 Jun 2026 10:16:38 +0000 https://www.economylens.com/robots-supply-strain-five-hot-topics-at-computex/#comment-28641 Computex always feels like a mix of real innovation and stock-market theater. The agent AI stuff is interesting, but I still think a lot of it is just chatbots with a fancier pitch. The memory chip shortage part is the most important takeaway here—if datacenter demand keeps sucking up supply, consumer PCs are gonna get pricier fast. Also, those humanoid robot demos are cool, but half the time they’re basically expensive stage props.

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