Macquarie Names Five Taiwan AI Stocks Set to Benefit From Data Center Growth in 2026

Macquarie has highlighted five major Taiwanese electronics stocks that it believes are well positioned to benefit from rising artificial intelligence infrastructure spending, data center upgrades, and next-generation display technologies in 2026.

The broker’s preferred Taiwan technology picks include Hon Hai Precision Industry, E Ink, AVC, Wiwynn, and Delta Electronics. These companies operate across key areas of the AI hardware supply chain, including original design manufacturing, server cooling, power infrastructure, electronic paper displays, and advanced data center components.

Hon Hai Precision Industry is viewed as a structural beneficiary of the AI infrastructure boom. Macquarie believes original design manufacturers remain undervalued despite stronger earnings growth compared with historical averages. The firm also sees emerging businesses such as co-packaged optics as potential catalysts for future valuation upside.

E Ink is another stock Macquarie sees as underappreciated. Its electronic shelf label business is expected to continue growing strongly, while its digital signage segment could become a major long-term opportunity. Macquarie believes the market has not fully priced in this second growth driver.

AVC is favored for its exposure to liquid cooling technology, which is becoming increasingly important for high-performance AI servers. As AI data centers require more computing power and higher energy density, demand for advanced thermal management solutions is expected to rise.

Wiwynn is seen as a laggard with catch-up potential. Macquarie points to improving general server demand and stronger-than-expected momentum from AWS Trainium-related platforms. The broker believes investors may be too cautious about Wiwynn’s exposure to both AI ASIC systems and traditional server infrastructure.

Delta Electronics remains one of Macquarie’s high-conviction Taiwan AI stock picks. The company is expected to benefit from rising power needs in AI data centers, especially as high-voltage direct current architecture gains traction. Macquarie sees Delta’s power content per server increasing with each new generation of AI hardware.

Overall, Macquarie’s Taiwan stock selections reflect growing confidence in AI-related hardware demand, data center expansion, liquid cooling adoption, and power infrastructure upgrades as long-term growth themes.