Technology - Asia Pacific: Computex 2026: agentic AI & CPU in focus; diversified platforms with content growth

研报英文原文证据摘录

Technology - Asia Pacific: Computex 2026: agentic AI & CPU in focus; diversified platforms with content growth

Accessible version

Technology - Asia Pacific

Computex 2026: agentic AI & CPU in focus;

diversified platforms with content growth

Industry Overview

Agentic AI & CPU in focus; Buy TSMC/MTK/HH/Delta/AVC 04 June 2026

Computex 2026 signaled a shift in market focus toward agentic AIs and CPUs. During Equity

the keynote, Nvidia mentioned that the Vera Rubin platform has entered full production Asia Pacific

with a 5-rack AI factory (GPU/CPU/LPX/switch/storage) optimized for agentic AI. It also Technology

highlighted that the Vera CPU offers a higher bandwidth vs. x86 to address agentic GPU Robert Cheng >>

utilization bottlenecks (see Vivek Arya’s Nvidia GTC keynote report). We believe that Research Analyst

diversified platforms will drive incremental opportunities for the AI supply chain, with Merrill+886 2Lynch2376 (Taiwan)3731

content value growth on higher power density and customization requirements. We robert.cheng@bofa.com

maintain Buy rating on TSMC/MediaTek/Hon Hai/Delta/AVC. Haas Liu >>

Research Analyst

Merrill Lynch (Taiwan)

+886 2 2376 3727ODM/Brand: broader AI platforms and personal AI agents

haas.liu@bofa.com

Vera Rubin NVL72 servers with a modular, cableless design (via midplane PCB) could

Mike Yang >>

reduce rack assembly time to ~5 minutes (vs. 2 hours for GB300 NVL72 servers). Also, Research Analyst

given the agentic AI boom, we see expanding opportunities with a broad range of server Merrill Lynch (Taiwan)

+886 2 2376 3729

solutions. Major ODMs demonstrated full line-ups, including Vera Rubin NVL72 rack, HGX mike.c.yang@bofa.com

Rubin NVL8 server, Vera CPU rack, BlueField-4 STX storage rack, and Groq 3 LPX system. Doris Kao >>