Taiwan semiconductor 結果共616筆

Taichung Mayor Lu Shiow-yen returns from 10-day Europe trip to Germany, Czech Republic and Austria, calling Taiwan a ’chip kingdom’ with global leverage.

The PC came to Computex 2026 as a guest in its own house. The keynotes belonged to server silicon, the biggest booths to rack builders, and the show’s center of gravity to the data center. Yet the week still produced the most consequential PC news in a decade, because the machine itself is being rebuilt around AI agents at the exact moment its economics are being rewritten by AI’s appetite for memory.

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.

Taiwan expands its Central and Eastern Europe investment fund by 50M euros during Czech Senate President Vystrčil’s visit. China condemns the trip.

Seo Jung-myung’s column in Seoul Economic Daily highlights Taiwan-born leaders Jensen Huang, Lisa Su, and Morris Chang as pivotal figures in the global chip industry, shaping AI’s future.

Morgan Stanley believes the AI industry is entering a long-term growth cycle, with Nvidia’s latest outlook reinforcing expectations for continued demand across the semiconductor supply chain.

A fleet of 1,000 drones illuminated Taipei’s skyline, marking the start of COMPUTEX Taipei. The show celebrated Taiwan’s tech industry and innovation.

Pegatron joins Nvidia’s next-generation Vera Rubin server supply chain, Chairman Tung Tzu-hsien announces at Computex Taipei. Company unveils AI products.

Start with AI infrastructure. Nvidia CEO Jensen Huang announced in Taipei last week that the company will invest roughly US$150 billion a year in Taiwan, a tenfold increase on five years ago, and described the island as “the epicenter of the AI revolution.” It is hard to argue with the numbers. Each Vera Rubin AI server, Nvidia’s next-generation flagship platform ramping in the second half of this year, contains nearly two million components and needs between 100 and 150 Taiwan ecosystem partners to assemble. Huang has called it “potentially the largest product rollout Taiwan’s electronics industry has ever seen.”

Taiwan Premier Cho thanks Canada for Taiwan Strait transits as both nations mark 40 years of ties and plan fifth consecutive year of security consultations.

Taiwan’s chip packagers and testers, the companies that take a freshly made semiconductor and turn it into a usable, qualified module, are in the middle of the biggest expansion their industry has ever seen.

As the AI and semiconductor industries reshape global supply chains, Taiwan companies stand at a pivotal moment in which industry value is spilling outward and brands are stepping onto the international stage. At the invitation of the Arizona Trade and Investment Office in Taiwan, TVBS travelled to Phoenix to attend the AI and Semiconductor Global Forum. Through on-the-ground reporting and observation, TVBS examined the local tech ecosystem taking shape around semiconductor manufacturing and AI applications, and brought a wider Chinese-speaking audience an in-depth view of the opportunities and challenges Taiwan companies face when investing, setting up operations and building their brands in the United States.

James C.F. Huang, Chairman of the Taiwan External Trade Development Council (TAITRA), led a Taiwan business delegation to the inaugural ＂Arizona Artificial Intelligence and Semiconductor Global Forum＂ on April 30 hosted by The Arizona Commerce Authority. The delegation drew more than 100 executives from 81 companies across semiconductors, AI solutions, electronics and ICT, and critical components, making it the largest international delegation at the forum and underscoring Taiwan’s pivotal role in the global tech supply chain.

Taiwan’s stock index fell 376 points on April 30, breaking below 39,000 after a 922-point swing. TSMC dropped 2% in a late ’short attack’ despite strong fundamentals.

Taiwan court convicts four engineers in first National Security Act case for stealing TSMC chip secrets. Sentences range from 2 to 10 years.

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.

Once Taiwan’s historic seat of government, the city of Tainan has undergone a dramatic transformation from a sleepy backwater of narrow old streets and vibrant temples into a thriving technology hub anchored by the Southern Taiwan Science Park (STSP). A record-shattering 2025, new advanced-process fab announcements, and a fast-tracked expansion at Shalun have cemented Tainan’s place at the heart of the global semiconductor supply chain.

TSMC confirms up to 9% salary increases for 2026 as the chipmaker battles Chinese and South Korean rivals in a global semiconductor talent war.

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

For two decades, Taiwan’s technology map was defined by two dominant poles: the Hsinchu Science Park in the north and the Southern Taiwan Science Park around Tainan. The central region, long known for its precision-machinery firms and textile manufacturers, appeared to be a noticeable gap. The Central Taiwan Science Park (CTSP) was created precisely to fill that gap. In 2025 and 2026, it has attracted some of the largest semiconductor investments in Taiwan’s history.

For much of the 20th century, Taiwan’s high-tech success centered in the north. Hsinchu gave rise to the island’s first generation of semiconductor giants, including TSMC, while Taipei provided crucial government support. The south, by contrast, remained known for sugarcane fields, petrochemical complexes, and the mills of China Steel.

Few industrial policies in modern history have delivered outsized returns like Taiwan’s science parks. What began as a bold experiment in clustering talent and technology amid the rice fields of Hsinchu has, over four decades, forged the physical and institutional backbone of the global semiconductor industry. In the process, it transformed Taiwan from a low-end textile and assembly economy into one of the world’s most strategically vital manufacturing hubs.

For decades, Taiwan has built the world’s computers. Now, the island is quietly positioning itself to build the world’s robots. As Physical AI shifts from keynote rhetoric to commercial reality, Taiwan’s unique blend of semiconductor leadership, precision machinery expertise, and ODM-scale manufacturing is converging into a powerful ecosystem—one capable of producing both the ＂brains＂ and the ＂bodies＂ of intelligent machines.

Yesterday, Taiwan surpassed the United Kingdom to become the world’s seventh-largest stock market by total capitalization. At roughly US$4.14 trillion, it edged past the UK’s US$4.09 trillion. The TAIEX has surged nearly 26% year-to-date, compared with just 6% for the FTSE 100. In April alone, foreign investors poured more than US$10 billion into Taipei. The reaction in some quarters was predictably dismissive: It’s just TSMC. It’s an AI bubble. Taiwan simply got lucky.

For decades, copper wiring has carried data inside the world’s data centers. That era is now drawing to a close. As artificial intelligence pushes computing infrastructure to unprecedented scale, the physical limits of copper, most notably its bandwidth ceiling, heat, and power consumption, are forcing the industry to make a fundamental switch from electrons to photons and from electrical signals to light.