semiconductor firms 結果共17筆

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 years, Taiwan’s outsourced semiconductor assembly and test (OSAT) firms have operated quietly behind TSMC’s headlines. That era is over. As the AI buildout accelerates, advanced packaging has become the tightest chokepoint in the entire semiconductor supply chain, and Taiwan’s packaging and test companies have moved from back-office enablers to strategic kingmakers. The Q2 2026 outlook is defined by three realities: demand is outrunning capacity, the technology roadmap is moving faster than ever, and every major player is investing at record levels to keep up.

Taiwan semiconductor firms and server manufacturers and are aggressively expanding into the AI server application-specific integrated circuit (ASIC) market, positioning themselves to capture a substantial portion of the hyperscaler-driven custom silicon boom. Companies like MediaTek, Alchip Technologies, and Global Unichip Corporation are securing major design wins with cloud giants, leveraging Taiwan’s advanced foundry ecosystem and proximity to TSMC to accelerate development and deployment. This pivot offers these players significant revenue diversification beyond traditional mobile and consumer segments, with the data center ASIC market now projected to reach $50-70 billion by 2028 and AI server compute ASIC shipments expected to triple between 2024 and 2027.

For decades, the companies that package and test the world’s semiconductors have been the unsung heroes of the chip industry. While designers like Nvidia grabbed headlines and foundries like TSMC earned Wall Street’s admiration, outsourced semiconductor assembly and test (OSAT) firms quietly handled the essential final steps of turning raw silicon into functional chips. That era of invisibility is ending fast. Fueled by the artificial intelligence revolution, Taiwan’s OSAT industry is stepping into the spotlight. The island controls 48% of the global OSAT market, employs over 130,000 skilled workers, and is home to five of the world’s top ten OSAT companies. What was once considered a commodity business has become an indispensable link in the AI supply chain.

Belgium’s largest technology delegation in years arrived in Taiwan this week, with more than 60 business leaders from Agoria seeking partnerships in artificial intelligence and semiconductors. Agoria CEO Bart Steukers emphasized Taiwan’s crucial role in the global AI landscape. The visit comes as bilateral trade between Belgium and Taiwan has doubled over the past five years. Matthieu Branders, director of the Belgian Office in Taipei, confirmed Belgium ranks among Taiwan’s most important European partners. The delegation toured major firms including E Link, Foxconn and ASUS, exploring collaboration opportunities in semiconductors, life sciences, renewable energy and offshore wind technology.

The U.S. may acquire stakes in firms funded by 2022 chip legislation, excluding major players like TSMC. Concerns arise over potential government equity in chip giants.

Trump’s 100% tariff on imported semiconductors could reshape Taiwan’s industry. Exemptions for U.S. investors may benefit firms like TSMC, but smaller companies face challenges.

Tokyo Electron Ltd. confirmed a former employee’s involvement in a breach with TSMC’s 2-nanometer tech. Both firms are cooperating with Taiwanese authorities.

Belgium and Taiwan celebrated doubling bilateral trade to 2 billion euros at a business awards ceremony in Taipei, with Belgian marine engineering companies DEME and Jan De Nul receiving recognition for their pivotal roles in Taiwan’s offshore wind development and renewable energy transformation.

Taiwan’s LOT Industry Alliance launched to combat patent trolls, with over 20 firms, including TSMC, joining. The alliance aims to protect innovation and strengthen IP rights.

Taiwan’s semiconductor industry finds itself caught in an intensifying economic power struggle between the United States and China as President Trump prepares to announce new tariff rates on imported chips. Policy expert Abraham Newman warns Taiwanese firms against making hasty concessions and instead suggests building alliances with other trade-dependent nations facing similar pressures.

Taiwan’s Ministry of Justice Investigation Bureau has launched a probe into 11 Chinese firms for alleged poaching and espionage in the high-tech sector.

Taiwan’s tech industry faces challenges as the U.S. considers higher tariffs on Taiwanese chips. Experts discuss potential impacts and strategic shifts in response.

Taiwan will introduce a carbon fee in 2025, impacting major firms like TSMC, which may pay over NT$1 billion. The fee aims to reduce emissions and offers discounts for voluntary plans.

Chinese companies are increasingly establishing supply chains in Vietnam as U.S. companies like Apple move production there, according to Japanese media reports. Export restrictions on advanced semiconductors and semiconductor production equipment to China by the Biden Administration have led to difficulties for Chinese manufacturers, prompting a shift in investment towards alternative manufacturing bases like Vietnam. Approved foreign direct investment in Vietnam increased by 15% from January to November 2023, with Chinese investment, including from Hong Kong and Macao, doubling from the previous year. Chinese investment in Vietnam is even higher when routed through subsidiaries based in Singapore and Thailand. Notable investments include Shandong Haohua Tire Co. Ltd.’s US$500 million investment and Trina Solar Co., Ltd.’s US$420 million decision. BYD Company also announced an expansion investment of US$144 million, bringing its total investment in Vietnam to over US$400 million. Japanese experts believe that Chinese enterprises must engage in joint advancements in cutting-edge technology with local entities to be seen as partners by the Vietnamese.

Taiwan’s foreign investment landscape has undergone a significant shift, with investments in Southeast Asia surpassing those in mainland China for the first time in 30 years. From January to October this year, Taiwan invested US＄4.96 billion in Southeast Asia compared to US＄2.63 billion in China. The total number of approved foreign investments during the same period decreased by 8.18%, totaling 1,864 investments. The total investment amount was US＄8.39 billion, marking a 27.35% decrease compared to the previous year. Jiangsu Province emerged as the main beneficiary of Taiwan’s investments in mainland China this year. The changes in Taiwanese investment behavior can be attributed to shifts in global supply chains caused by the COVID-19 pandemic and the China-U.S. trade war. Notably, Taiwan Semiconductor Manufacturing Company (TSMC), Foxconn, and Yang Ming Marine Transport Corporation played a significant role in foreign investment, with TSMC investing US＄8 billion in U.S. companies and €3.5 billion in German firms, while Foxconn and Yang Ming Marine each injected US＄800 million into Singaporean businesses. This year marks the first time in three decades that investment in Southeast Asia has exceeded that in mainland China.

Vice Premier Cheng Wen-tsan announces audit of land use for high-tech firms in Taiwan. Government is committed to providing options for all high-tech companies, including TSMC.