Sources in the passive component supply chain report that Nvidia’s next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of 2026 and has drawn significant attention from the global AI computing market. However, the design of the GPU compute tray has yet to be finalized, which could cause slight delays in actual shipment timelines.

Taiwan foundry revenue growth expected to reach 30% 2026; strategic adjustments initiated for mature processes.

Taiwan inductor maker Tai-Tech has begun mass production at its Malaysia plant, targeting customers shifting supply chains away from China. The facility has secured a qualification from a US networking equipment provider, supporting new AI-related orders and expected volume growth from 2026.