AI Summary
ASUS has raised its growth forecast for AI servers in 2026 due to strong demand. Co-CEO S.Y. Hsu addressed challenges such as memory shortages and supply chain issues while discussing the future of AI infrastructure and related technologies.
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- ASUS Co-CEO S.Y. Hsu announced an increase in the company's growth outlook for AI servers in 2026 due to robust demand.
- Hsu highlighted ongoing challenges in the industry, including memory shortages and supply chain disruptions.
- The discussion also covered the broader outlook for AI infrastructure spending and its implications for AI servers and PCs.
asusai serversgrowth outlookinfrastructuresupply chain