APAC Technology "Computex 2026 Conclusion: Implications for the Tech Sup..."

研报英文原文证据摘录

APAC Technology "Computex 2026 Conclusion: Implications for the Tech Sup..."

an opportunity the US drove hard on while the rest of the world overlooked.

Rise of reasoning models. The AI cycle between 2015 and 2025 triggered a

structural shift driven by three core pillars: sequential transduction, chain-of-

thought (CoT) processing, and post-training. This evolution is moving the industry

past simple Large Language Models toward Large "Reasoning" Machines, as the

true benchmark for AGI is human-like logical reasoning rather than linguistic

fluency. By inserting step-by-step explanations between examples instead of

relying on raw input-output mapping, developers effectively doubled the

reasoning and instruction-following capabilities of these models.

The next multimodal interface paradigm. The internet market is undergoing a

structural transition away from passive, user-initiated queries and toward proactive

agentic AI. Through Google DeepMind’s Project Astra, we could see deployment

on prototype smart glasses and mobile devices in the near future.

Intel Keynote Presentation: The Next Era of AI

Speaker: Lip-Bu Tan, CEO, Intel

Intel’s 2026 Computex keynote underscores a strategic pivot toward agentic AI-driven

computing, with heterogeneous, disaggregated architectures spanning client, edge,

and data center, supported by 18A leadership and a broad partner ecosystem,

positioning the company to play a central role in next-generation AI infrastructure.

Client compute and personal AI devices. Intel introduced the Core Ultra Series

3 platform built on 18A, combining high-performance CPUs, improved GPUs, and

low-power NPUs, with over 300 designs already shipping and expected to scale to

~400 designs across the portfolio. Management emphasized transforming PCs