Morgan Stanley Asia-Pacific Technology: Computex Preview — NVIDIA's Vera CPU and Rubin GPU Take Center Stage
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Morgan Stanley's May 28, 2026, report previews the upcoming Computex exhibition, identifying NVIDIA's next-generation Vera CPU and Rubin GPU as the event's central highlights. Designed specifically for AI and high-performance computing (HPC) markets, these new products are expected to dominate industry attention.
The Vera CPU marks NVIDIA's first internally developed processor, leveraging the ARM architecture to optimize AI workloads. Meanwhile, the Rubin GPU succeeds the Hopper architecture, promising substantial performance enhancements for next-generation data centers. Morgan Stanley anticipates that NVIDIA will showcase early prototypes or benchmark performance data during the exhibition.
While NVIDIA leads the narrative, the broader Taiwanese technology supply chain will also be prominently featured. TSMC is expected to highlight its advanced process and packaging technologies. Notably, the report projects TSMC's CoWoS packaging capacity to reach 200,000 wafers per month, reflecting robust AI semiconductor demand. System integrators like Foxconn will also demonstrate AI server platforms built on NVIDIA architectures.
Underpinned by sustained AI infrastructure investment, Morgan Stanley maintains an Overweight rating on NVIDIA, though it did not specify a concrete target price. The report notes that AI HBM consumption is projected to reach 33 billion GB by 2026, while AI wafer consumption is expected to hit $27 billion. Computex remains a critical barometer for monitoring ongoing AI hardware trends.
Key exhibits
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