AI inference workloads 結果共2筆

Computex 2026 opens on June 2 in Taipei under the banner “AI Together,” and for Taiwan’s server makers the timing is close to perfect. The first quarter delivered record results across the entire group. Hyperscaler orders for Nvidia’s next-generation GB300 rack systems are accelerating into the second half of the year. And a new category of compute that the industry has started calling Physical AI, is opening a fresh growth lane alongside the familiar workloads of training and inference.

Taiwan Semiconductor Manufacturing Company has opened 2026 with a record-shattering first quarter. Revenue for January through March reached NT$1.134 trillion (US$35.9 billion), a 35.1 percent increase over the same period in 2025 and comfortably above the top end of the company’s own guidance of NT$1.13 trillion (US$35.8 billion). The figure eclipses the previous quarterly high of NT$1.05 trillion (US$33.2 billion) set in the fourth quarter of 2025 and extends a run of uninterrupted growth driven almost entirely by AI chip demand.