Computex 2026: AI Together - Agentic AI Reshapes the Semiconductor and Enterprise Infrastructure Stack

This IDC Market Perspective highlights major announcements and demonstrations by semiconductor vendors, enterprise infrastructure providers, and supply chain partners at Computex 2026. These announcements and demonstrations spanned AI accelerators, CPUs, networking silicon, memory, power delivery, and datacenter systems - all shaped by the industry's accelerating transition toward agentic AI workloads. These announcements and demonstrations were presented by vendors at the Taipei Nangang Exhibition Center (Halls 1 and 2) and Taipei World Trade Center (Hall 1) in Taiwan."Computex 2026 made clear that the AI infrastructure conversation has moved well beyond GPUs," said Jeff Janukowicz, VP, global lead, Semiconductors and Enabling Technologies at IDC. "The semiconductor opportunity is broadening across CPUs, networking silicon, memory, and power delivery. Silicon vendors, enterprise infrastructure providers, and the broader supply chain that define the orchestration, compute, connectivity, and power delivery layers of the agentic datacenter are positioning themselves to capitalize on the opportunities of the AI era."