Vera Rubin AI server 結果共19筆

Taiwan’s server manufacturers closed out May 2026 with another round of record monthly revenues. The reports came days after Computex 2026 wrapped in Taipei on June 5, where Nvidia CEO Jensen Huang used his keynote to reaffirm the sheer scale of AI infrastructure demand.

Some of the biggest crowds at Computex 2026 were not gathered around AI server racks but the liquid cooling and power delivery systems that keep them running. In a clear sign of how the AI boom is changing, the booths of Delta, Lite-On, Auras, Jentech, and other companies in the segment saw lines stretching through the aisles. For years, cooling pipes and power supplies were boring background parts that only mattered when something broke. Now they have become one of the main stories. As AI racks grow more powerful, delivering the electricity they demand and removing the heat they generate have become two of the toughest challenges in the data center.

While the silicon vendors captured the keynote headlines, Taiwan’s hardware manufacturers drew the biggest crowds on the show floor. Their expansive booths featured server racks, advanced cooling systems, robots, and complete computing platforms. The attention was well deserved. Taiwan assembled roughly 90 percent of the world’s AI servers in 2025, and total server shipments are forecast to rise 19.2 percent in 2026, marking the strongest growth in years. Global shipments in the second quarter alone are projected to exceed five million units for the first time. These manufacturers turned Computex into a vast showroom for the physical machines powering the AI boom.

At Computex 2026, the silicon industry did more than simply attend the show. It realigned. While crowds focused on server racks, dexterous robots, and high-speed interconnects, the deeper story appeared in the chip announcements and partnership deals. The old battle lines of the processor world are dissolving. Nvidia has entered the CPU market, Arm is building its own data-center processors, MediaTek is expanding from phones to AI servers, and even Intel and Nvidia have found reasons to cooperate. What emerged is a new map of the industry, shaped by the demands of agentic computing and held together by alliances as much as by competition. All of this continues to rely on Taiwan’s unmatched manufacturing ecosystem.

Pegatron joins Nvidia’s next-generation Vera Rubin server supply chain, Chairman Tung Tzu-hsien announces at Computex Taipei. Company unveils AI products.

Start with AI infrastructure. Nvidia CEO Jensen Huang announced in Taipei last week that the company will invest roughly US$150 billion a year in Taiwan, a tenfold increase on five years ago, and described the island as “the epicenter of the AI revolution.” It is hard to argue with the numbers. Each Vera Rubin AI server, Nvidia’s next-generation flagship platform ramping in the second half of this year, contains nearly two million components and needs between 100 and 150 Taiwan ecosystem partners to assemble. Huang has called it “potentially the largest product rollout Taiwan’s electronics industry has ever seen.”

The restaurant was the Brick Kiln, a good but unflashy Taipei spot far from any conference hall. The host stood on a stool to be seen. The guest list ran to more than thirty CEOs, between them representing close to a trillion US dollars in market capitalization and almost every link in the global AI hardware supply chain. Jensen Huang toasted, thanked, moved from table to table, told an affectionate joke about a portrait he said looked more like TSMC’s C.C. Wei than himself, and at the end of the evening walked out into the street to hand sweets to the families and children who had gathered hoping for a glimpse. ＂Chemistry＂ was the word the Nvidia blog post used to describe the event. The casualness was the point.

Foxconn will arrive at Computex 2026 in its best operating position ever. Fresh off record first-quarter results and an even more impressive April, the world’s largest contract electronics maker is riding robust AI server demand, a rapid Nvidia Vera Rubin ramp, and accelerating progress in EVs and robotics. Chairman Young Liu has designated 2026 a “strong growth” year, the company’s highest internal rating, and the financials are delivering.

Taiwan’s AI server makers delivered another month of bumper year-on-year growth in April, as the global AI infrastructure build-out continued at full pace.

The April 2026 monthly revenue reports filed on the Taiwan Stock Exchange confirmed what the first quarter had already strongly implied: the AI infrastructure cycle is no longer a story about TSMC and a handful of server assemblers. It is now spread across the full hardware stack, from copper-clad laminates and ABF substrates to liquid-cooling modules, server rails and memory.

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.

After nearly four decades of operating quietly in the background, Jentech Precision Industrial has become one of the most important names in Taiwan’s AI cooling supply chain. Headquartered in the Guishan industrial district of Taoyuan and listed on the Taiwan Stock Exchange under ticker 3653, the company was founded in 1987 and offers a textbook example of how a precision-component specialist can adapt to the demands of the AI era.

For decades, Kaori Heat Treatment quietly built its reputation making brazed plate heat exchangers for HVAC, refrigeration, and industrial applications. Today, the Taiwan company is one of the fastest-growing players in the AI infrastructure supply chain and its transformation is just getting started.

Most attention in the AI hardware race goes to chipmakers and server assemblers. But there is a quieter layer of the supply chain growing just as fast: the companies that keep all that hardware from overheating. Microloops, a Taiwan thermal management specialist founded in 2002, is one of the clearest examples of how the AI boom is lifting companies most people have never heard of.

As AI servers grow exponentially more powerful, the infrastructure needed to feed them electricity and keep them from overheating has become one of the technology industry’s most critical bottlenecks. In Taiwan, the companies solving these problems are posting some of the fastest growth rates in the entire hardware supply chain, and the momentum heading into Q2 2026 shows no signs of slowing.

Wiwynn Corporation, the Taiwan-based cloud infrastructure specialist majority-owned by Wistron, delivered a blockbuster first quarter in 2026 as voracious demand for AI servers continues to reshape the global technology supply chain. Once a niche player serving hyperscale cloud providers, Wiwynn has emerged as one of the most closely watched companies in the AI hardware race.

Quanta Computer (2382.TW) built its reputation as the world’s largest notebook contract manufacturer. That identity is changing fast. AI server revenue has grown so quickly that notebooks now account for less than 20% of total sales. Through its cloud subsidiary QCT (Quanta Cloud Technology), Quanta has become one of the two largest AI server builders in the world alongside Foxconn, assembling rack systems for the hyperscale data centers powering the global AI buildout.

Delta Electronics started out decades ago making power supplies for televisions. Today it is a US$100 billion company and the single most important supplier of power and cooling systems for the world’s AI data centers. As artificial intelligence drives the biggest infrastructure buildout in a generation, Delta sits at the center of it all.

Nvidia’s fiscal fourth-quarter results, reported on February 25, did more than silence doubters of the AI spending boom. They reaffirmed Taiwan’s position as the indispensable backbone of the global artificial intelligence supply chain. With record revenue of US$68.1 billion, up 73% year over year, and a fiscal first-quarter 2027 outlook of US$78 billion that sailed past Wall Street expectations, Nvidia delivered the kind of numbers that ripple outward through the island’s dense ecosystem of chip foundries, server manufacturers, and component makers. Nvidia’s data center segment produced US$62.3 billion in quarterly revenue, accounting for roughly 91% of total sales and growing 75% year over year. Gross margins held near 75%, underscoring that the company is scaling without sacrificing profitability. CEO Jensen Huang framed the moment as an ＂agentic AI inflection point,＂ pointing to enterprise adoption of AI agents and multi-quarter infrastructure buildouts by cloud providers and hyperscalers.