Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity, reliability requirements and product gross margins higher, leading the firm to expect significant revenue and profit growth in 2027 and 2028. The company held its 2026 annual shareholders meeting where executives outlined the strategic shift toward AI servers, high-end switches, satellite communications and optical communications as core growth drivers.

Delta Electronics president and COO Simon Chang said the company’s long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing shift. He made the remarks on June 1 during a pre-event dialogue ahead of Nvidia GTC Taipei.

Meta is reportedly accelerating its push into AI-powered hardware with plans that include a wearable AI pendant, an expanded lineup of smart glasses, and a new enterprise-focused service, according to a report by The Information. The initiative underscores Meta’s effort to establish a broader ecosystem around its AI services as competition intensifies among major technology companies seeking to define the next generation of consumer computing devices.

Computex 2026 will open under the theme “AI Together,” with attention shifting beyond Nvidia’s training-focused hardware to AI computing, robotics, smart mobility, and next-generation technologies. The event is likely to highlight a wider set of suppliers as AI moves deeper into inference, edge applications, and custom chips.