"NVIDIA Chip Supply Still Tight... HBM Partners Worldwide Mobilized" [COMPUTEX 2026]

[The Financial News, Taipei, Taiwan = Choi Hye-rim, Jeong Won-il] "NVIDIA will continue expanding its AI PC lineup. After N1X comes N2X, and then N3X."
NVIDIA CEO Jensen Huang has formally outlined plans to expand the AI PC market. He said the company will keep rolling out follow-up AI PC products as the AI industry expands beyond personal devices into edge devices such as robots and self-driving cars.
At a media Q&A session on the second day of COMPUTEX Taipei's side event, GTC Taipei, Huang said NVIDIA plans to keep expanding its AI PC platform, starting with the N1X processor for the newly unveiled NVIDIA DGX Spark, followed by N2X, N3X and a smaller version of N1 than N1X.
He added, "PCs account for the largest share among edge devices worldwide," and stressed that "40-year-old PCs must be redesigned for the era of AI agents."
NVIDIA has been working with MediaTek to develop N1X. Huang brought MediaTek CEO Rick Tsai on stage at the event and personally explained the development process for the AI PC chip. He said, "To prepare for an era in which AI agents run on local devices, we needed a powerful yet energy-efficient system on a chip (SoC)." He added, "We worked with MediaTek, the partner best suited to make that happen, to develop an integrated chip that combines NVIDIA's GPU with MediaTek's low-power design capabilities."
When asked about supplies of AI accelerators such as Nvidia Blackwell and Vera Rubin, Huang said supply remains short relative to demand. He noted that NVIDIA is receiving strong support from global semiconductor supply chain partners, but chip supply is still limited. He said the global supply chain has been fully mobilized to support the company across areas including HBM3E, HBM4, packaging and Silicon Photonics for products such as Vera Rubin. However, he pointed out that demand is so explosive that supply is still failing to keep up.
During the media Q&A, Huang was also asked about NVIDIA's compensation system, with recent cases at Korean companies that pay part of bonuses in stock cited as examples. He said, "NVIDIA employees already hold a lot of stock, and many have become millionaires." He added, "People do not work only for money. They want to do meaningful work and make an impact on the world."
kaya@fnnews.com Reporter