AI sector 結果共73筆

ABF substrate supply gap to reach 22% by 2030 as AI and Nvidia Rubin demand surge. Taiwan’s semiconductor sector positioned to benefit from the shortage.

Global memory chip sales will more than double in 2026 as AI demand creates a ’super cycle,’ benefiting Taiwan’s Nanya Technology and Winbond.

Taiwan’s manufacturing engine is running faster than ever, and AI is doing most of the work. According to figures released by the Ministry of Economic Affairs (MOEA) on April 23, the headline industrial production index reached 136.90 in March 2026, up 26.35% from February and 28.68% from a year earlier. The first three months of 2026 mark the strongest opening quarter for Taiwan’s manufacturing sector in years, and the chart points sharply upward even after seasonality is stripped out.

Taiwan’s server orders from China are declining as Beijing accelerates AI self-sufficiency. U.S. hyperscalers continue avoiding Chinese suppliers, MIC reports.

For most of its history, Auras Technology was known for cooling laptops. Founded in 1998, the company grew into the world’s largest designer of notebook cooling modules, supplying Dell, Quanta, Compal, and Samsung. Today, that business is a sideshow. AI servers drive over 75% of revenue, liquid cooling has overtaken air cooling in the mix, and Auras is posting growth rates that would be the envy of any company in Taiwan’s tech sector.

As AI servers grow exponentially more powerful, the infrastructure needed to feed them electricity and keep them from overheating has become one of the technology industry’s most critical bottlenecks. In Taiwan, the companies solving these problems are posting some of the fastest growth rates in the entire hardware supply chain, and the momentum heading into Q2 2026 shows no signs of slowing.

Taiwan’s technology sector first-quarter 2026 results send a clear message that the AI infrastructure boom is continuing to accelerate. Across every layer of the island’s tech ecosystem, companies are posting record numbers and committing unprecedented capital to expand capacity. The real story emerging from Q1 is not any single headline figure, but how much more central Taiwan has become to the world’s computing infratructure.

Taiwan’s AI server makers delivered extraordinary first-quarter 2026 results, drive by Nvidia GB300 server shipments to hyperscale cloud customers including Amazon, Google, Meta, Microsoft, and Oracle. The numbers confirm that AI server assembly has become the single strongest growth engine in Taiwan’s technology sector.

Touch Taiwan lacks the global profile of Computex. Running frm April 8 to 10 at the Taipei Nangang Exhibition Center, it remains a smaller event, traditionally attended mainly by industry insiders. This year, however, the show deserves broader attention, not only for its display technology, but for what the exhibitor mix, keynote themes, and expanding supply chain participation reveal about Taiwan’s technology sector.

The Chinese zodiac’s Year of the Fire Horse arrives on February 17, 2026, bringing with it symbols of vitality, speed, and bold action. For Taiwan’s technology sector, the timing could not be more fitting. After a spectacular 2025 that saw economic growth exceed 7% and exports surge to record highs, the island enters the new lunar year with momentum that matches the Horse’s legendary energy.

Hsinchu Science Park Bureau marks its 45th anniversary with projections of double-digit revenue growth by 2025. The park’s focus on integrated circuits, AI, and biotechnology drives its expansion and innovation.

Taiwan Stock Exchange reports an 18.07% revenue surge in November, driven by AI demand and strategic investments. Key industries like tech and construction lead growth.

The Asian Development Bank revises its Asia-Pacific growth forecast, highlighting Taiwan’s GDP surge due to AI and eased U.S.-China trade tensions.

Taiwan should diversify its economy beyond AI, says CNAIC Chairman Thomas Wu. At a Taipei meeting, he urged resilience to avoid economic disparity and highlighted Taiwan’s growth potential.

AI server and semiconductor sectors in Taiwan attract investments as demand for advanced chips grows. Experts warn of a potential bubble amid market highs.

European Chamber of Commerce in Taiwan warns of urgent economic vulnerabilities in AI, energy, and tech sectors. ECCT Chairman Henry Chang calls for immediate government action beyond defense measures as Taiwan faces over-reliance risks on certain trading partners and technology sectors.

Former Intel CEO Pat Gelsinger visits Taiwan to strengthen supply chain ties, host an industry dinner with Foxconn, and discuss energy and AI sector challenges.

Fears of an AI bubble led to declines in U.S. and Asian markets on Nov. 5. Taiwan’s index fell 399.5 points, with Foxconn and MediaTek gaining over 1%.

Chunghwa Telecom launches InventAI, a new subsidiary focused on AI transformation in finance and customer service. The company aims to lead AI innovation in Taiwan.

Taipei stock market surged on Oct. 7, closing up 450.89 points at 27,211.95. Machinery and electronics led gains, while paper sector declined. TSMC hit a new high.

Taipei stock market hits a record high, closing up 382.67 points at 26,761.06. TSMC leads gains; electronic and semiconductor sectors soar. Non-electronic sectors decline.

Taipei’s Department of Education launched the Taipei Smart Electric Vehicle Technology Teaching Center at Nangang Vocational High School. The center, supported by industry partners, aims to bridge students with the electric vehicle sector, offering courses in sustainability and AI integration.

Taiwan’s stock market rose 162.37 points on Oct. 1, closing at 25,982.91. TSMC led gains, with its stock peaking at NT$1,350. Electronics surged 0.89%.

TSMC shares fell, dragging Taiwan’s stock market down, while Foxconn surged. Compal gained on AI server orders. Giant faced setbacks due to U.S. import issues.

SEMICON Taiwan 2025 will have 4,100 booths. Taiwan leads in AI and data center technologies. Global semiconductor revenue may hit $1 trillion. Taiwan should focus on its competitive sectors.