Electronics manufacturing and infrastructure integration company. Flex announced NVIDIA Omniverse DSX reference-design-based prefabricated modular AI-factory solutions that integrate power, compute, and cooling, plus an 800 VDC Power Rack for Vera Rubin. [7]

川湖 (King Slide)

2059.TW

TWSE· TW

3 個 BOM 落點 · 0 個題材

NT$7,475-0.99%

全球伺服器滑軌（rail/slide）龍頭，自有品牌 King Slide；AI 機櫃高密度滑軌、工業導軌與機構件主供。

伺服器機箱兼系統平台廠 AIC；從機殼廠轉型 AI 儲存平台（2026 GTC 亮相）。

6282.TW

電源供應器廠（全球前十大），AI 相關產品占營收近 2 成（2025 前三季）；33kW power shelf 量產供 GB300 NVL72、72kW 2026 推出，OmniOn（前 ABB 電源事業）補強 HVDC 系統能力 [遠見, 2025-11-14]

8210.TW

雲端／伺服器機殼（chassis）專業廠 Chenbro Micom；高密度系統機構件。

LITE

CPO laser + transceivers; NVIDIA $2B investment 2026-03.

NOK

Finnish networking equipment maker. NVIDIA invested $1B in Oct-2025 (2.90% stake) to co-develop AI-RAN and 6G via the NVIDIA Arc Aerial RAN Computer platform. 2026 Q1 AI+cloud net sales YoY +49%; CAGR guide raised from 16% to 27% through 2028. Also supplies data-center routers/switches to Microsoft Azure and CoreSite.

Compal Electronics (仁寶)

2324.TW

TWSE· TW

2 個 BOM 落點 · 0 個題材

NT$36.55-2.53%

Top-3 global notebook ODM. Tangential RTX Spark beneficiary — likely contract-builds RTX Spark notebooks for branded OEMs, but no public source names Compal for RTX Spark specifically (industry inference).

2327.TW

全球 MLCC 第三、chip resistor 第一、鉭電容第一；產線涵蓋 MLCC / 鉭電容 / 鋁電容（透過子公司凱美）/ chip resistor。2026/02 領漲台灣被動元件、外資 5/14 目標價 495 元，AI 伺服器高階 MLCC + TLVR 雙紅利。

2353.TW

PC brand. Named as an RTX Spark partner "expected to follow" the initial Fall-2026 launch wave (Computex 2026).