Richard Brown｜TVBS TECH

2026/08/21

TVBS TECH論壇/台灣高度集中的產業聚落優勢　AI巨頭為何離不開這座島嶼

台灣主導全球AI基礎建設，生產逾九成先進晶片及多數AI伺服器。輝達Vera Rubin平台近兩百萬零組件，由150家台灣夥伴在逾350座工廠製造。Taiwan dominates AI infrast…

2026/06/12

AVC and Auras Lead Taiwan’s AI Thermal Surge

Taiwan’s thermal management suppliers closed May 2026 with some of the strongest growth numbers in the AI supply chain. The results landed a week after Computex 2026, where chips with thermal design power above 1,000 watts and racks headed toward one megawatt made one thing plain: cooling has moved from the periphery of server design to the center of its economics.

2026/06/12

Taiwan’s AI Server Makers Extend Record Run in May

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.

2026/06/10

Computex 2026: The Move to Optical Gathers Speed

Light was one of the hottest topics of conversations at Computex 2026. Across the keynotes and the show floor, attention kept returning to optical interconnects, the technology that carries data between chips as photons instead of electrons. The reason is simple: rack performance increasingly depends on how quickly data can move between the chips inside it, and copper is running out of headroom.

2026/06/10

Computex 2026: The PC Gets Reinvented and Repriced

The PC came to Computex 2026 as a guest in its own house. The keynotes belonged to server silicon, the biggest booths to rack builders, and the show’s center of gravity to the data center. Yet the week still produced the most consequential PC news in a decade, because the machine itself is being rebuilt around AI agents at the exact moment its economics are being rewritten by AI’s appetite for memory.

2026/06/09

Computex 2026: Inside the Race to Power and Cool AI

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.

2026/06/08

Computex 2026: Taiwan Tech Firms Turn Silicon Into Spectacle

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.

2026/06/08

Computex 2026: The Quiet Silicon Realignment

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.

2026/06/08

Computex 2026: The Three Themes That Ran Through Every Hall

The crowds arrived early and never thinned. From the moment the gates opened each morning, the aisles of the Nangang Exhibition Center filled with a press of analysts, buyers, engineers, reporters, and tech enthusiasts that did not let up until the halls closed in the evening. Booths that in previous years drew a polite trickle were three deep in people leaning in to watch a robot arm sort parts or a coolant loop pulse through a transparent server rack. There was a charge in the air that trade shows rarely carry, the sense of being inside something while it is still happening rather than reading about it afterward. The banner overhead read ＂AI Together,＂ and for once the slogan matched the feeling on the floor.

2026/06/06

Agentic Computing Arrives at Computex 2026

Computex has always been a barometer for where the industry thinks the next wave of demand will come from. This year the message was unmistakable: the future belongs to agentic computing. The dominant workload will no longer consist of a human typing a prompt and reading a reply, but software that plans, calls tools, evaluates its own output, and iterates across many steps with little supervision.