Asia-Pacific Technology: Taiwan Computex preview: NVIDIA's Vera CPU and Rubin GPU seen as the main show

研报英文原文证据摘录

Asia-Pacific Technology: Taiwan Computex preview: NVIDIA's Vera CPU and Rubin GPU seen as the main show

Idea

May 27, 2026 05:02 PM GMT

Morgan Stanley Taiwan Limited+MAsia-Pacific Technology | Asia Pacific Charlie Chan

Equity Analyst

Taiwan Computex preview: Charlie.Chan@morganstanley.comDaniel Yen, CFA +886 2 2730-1725

Daniel.Yen@morganstanley.com +886 2 2730-2863

NVIDIA's Vera CPU and Rubin Morgan Stanley Asia Limited+

Daisy Dai, CFA

Equity AnalystGPU seen as the main show Daisy.Dai@morganstanley.com +852 2848-7310

Computex focus: Rubin/Vera rack designs and thermal/package Morgan Stanley Taiwan Limited+

Tiffany Yeh

Equity Analystupdates. We see stronger TSMC CoWoS expansion. We remain

Tiffany.Yeh@morganstanley.com +886 2 7712-3032

positive on the NVDA supply chain, and raise our PT for AllRing.

Lucas Wang

Research Associate

Computex runs June 2–5, with the NVIDIA CEO keynote set for June 1. We expect Lucas.Wang@morganstanley.com +886 2 2730-2875

demos of AI server and networking system designs, not limited to NVIDIA. Key focus:

Morgan Stanley Asia Limited+

Ethan Jia

1. Rubin series sever rack designs: We look forward to the combination of

NVL (GPU rack Kyber with CPO scale-up connection), LPU rack, Vera CPU Ethan.Jia@morganstanley.com +852 3963-2287

rack, BlueField rack, and NVSwitch rack - together targeting the lowest cost Henry Zhao

per token for a future AI Factory. We will see if AMD demonstrates Helios ResearchHenry.Zhao@morganstanley.comAssociate +852 2239-7731

racks sharing token output data.

What’s Changed

2. The US$20bn NVIDIA CPU opportunity: Our US semi analyst Joe Moore

AllRing Tech Co. (6187.TWO) From To

expects NVIDIA to provide more details. Our supply chain checks suggest Price Target NT$1,280.00 NT$1,580.00