公司

NTC / 特殊被動元件 + 鍵盤 + 電源模組；台達電集團相關。被動元件漲價題材中受惠度待法說會確認。

中低壓 MOSFET 台廠；受惠歐美 IDM 排擠中低階產能的外溢效應與安世二供轉單（推估）。題材 secondary。

British CPU IP licensor. NVIDIA tried to acquire ARM 2020-2022 (deal blocked); retained equity stake post-IPO. Vera CPU on Rubin platform is Arm-based — direct architectural dependency.

AI-specialized hyperscaler. NVIDIA holds 47.21M shares ($3.66B at Q1-2026), NVDA's second-largest disclosed stake. Runs NVIDIA GPU fleets for hyperscaler customers; benefits from Rubin generation rollout.

Power-management supplier. NVIDIA lists Eaton among DSX ecosystem contributors providing simulation-ready generator and electrical-equipment assets for AI factories. [3]

Dutch AI-cloud provider (Yandex spin-off). NVIDIA stake ~$123M at Q1-2026. Operates GPU clusters across EU for AI training; emerging CoreWeave-style customer of Rubin generation.

Industrial automation, electrification, and digital-twin supplier. Siemens announced DSX infrastructure reference architectures spanning medium/low-voltage power, automation, and physics-based digital twins for Rubin DSX. [8]

Leading EDA vendor (chip-design software + IP). NVIDIA Q1-2026 13F disclosed stake. Synopsys tools are used to design Rubin, Vera CPU, and ConnectX-9 NIC silicon — strategic supplier on the design side.

Energy management and automation supplier. NVIDIA lists Schneider Electric among DSX ecosystem contributors providing simulation-ready electrical-equipment assets for AI factories. [3]

Thermal-management and HVAC supplier. NVIDIA lists Trane among DSX contributors; Trane is optimizing thermal management for gigawatt-scale AI factories. [3]

類比 + 電源管理 + GaN/Si power stage 大廠；最新季營收約 $4.825B、年增約19%，車用與工業端「瘋狂加單」，提早備料。

Low-Dk glass-cloth maker. 據傳 passed 台光電 certification as a second Low-Dk2 glass-cloth source (after Japan''s Nittobo) for Rubin-gen CCL; 雲林虎尾 + Thailand capacity expansion. RUMOR-grade attribution per CTEE 2026-01-17.