semiconductor supply 結果共144筆

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.

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.

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.”

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.

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.

For most of its 38-year history, King Yuan Electronics Co. (KYEC, 2449.TW) operated in the background of the semiconductor industry by testing chips after fabrication, a necessary but unglamorous step. The AI era has changed that calculus entirely. As the world’s largest pure-play testing company, KYEC now validates the most advanced accelerators ever built, and surging demand has transformed its testing floors from routine checkpoints into one of the AI supply chain’s defining bottlenecks.

Taiwan’s monthly exports surpassed US$80 billion for the first time in March 2026, underscoring the transformative impact of artificial intelligence on the island’s trade profile and its deepening centrality to the global computing supply chain.

ASE Technology Holding (2311.TW) is the world’s largest outsourced semiconductor assembly and test company, commanding more than 30% of the global market. For four decades the Kaohsiung-based firm has performed the essential final steps of chipmaking: turning raw silicon wafers into functional, tested chips ready for deployment. As advanced packaging becomes the tightest bottleneck in the AI supply chain, ASE has moved from behind-the-scenes enabler to one of the most strategically important companies in global technology.

For decades, making chips faster meant shrinking transistors. That approach is hitting physical and economic limits. The semiconductor industry has found a powerful alternative: instead of building one giant chip, engineers now place several smaller chips side by side or stack them vertically inside a single package, connecting them with ultra-fast internal wiring. This is advanced packaging, and it has become the most critical bottleneck in the global AI supply chain.

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’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 semiconductor industry calls for strategic helium stockpiles after six-week U.S.-Iran conflict exposes critical supply chain vulnerabilities.

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.

Computex has long served as a barometer for the global technology industry. This year’s edition, running June 2–5 in Taipei under the banner “AI Together,” carries added weight. The first quarter of 2026 delivered a cascade of transformative developments: a landmark US-Taiwan trade agreement, hundreds of billions of dollars in new capital commitments, an intensifying supply crunch at the most advanced chip nodes, and the rise of Physical AI as the industry’s next organizing principle. Together, these shifts are realigning Taiwan’s technology economy. Computex is where these threads will converge in public.

Brussels delays semiconductor sovereignty package to May 27. Taiwan seizes opportunity to become indispensable to Europe’s chip supply chain amid Nexperia crisis.

Taichung Mayor Lu Shiow-yen visits New York, honoring Sun Yat-sen’s statue and meeting community leaders. Her U.S. tour sparks 2028 election speculation.

Every AI accelerator that powers today’s largest models relies on an advanced substrate to connect the chip to the outside world. These ABF substrates, the high-performance interconnect layers that bridge GPU dies and circuit boards inside advanced packages, can only be manufactured at the required specifications by Japan’s Ibiden and Taiwan’s Unimicron Technology. 

Before the high-bandwidth memory in today’s AI accelerators can function, each chip must be precisely packaged, bonded, and tested to meet exacting specifications. Powertech Technology (PTI), Taiwan’s second-largest outsourced semiconductor assembly and test (OSAT) provider, handles this critical work for many of the world’s leading memory and AI chip makers. As AI infrastructure spending accelerates beyond US$650 billion in annual hyperscaler capital expenditure, Powertech has emerged as both a linchpin of the memory supply chain and a serious contender in advanced AI chip packaging.

Nvidia’s fiscal fourth-quarter results, reported on February 25, did more than silence doubters of the AI spending boom. They reaffirmed Taiwan’s position as the indispensable backbone of the global artificial intelligence supply chain. With record revenue of US$68.1 billion, up 73% year over year, and a fiscal first-quarter 2027 outlook of US$78 billion that sailed past Wall Street expectations, Nvidia delivered the kind of numbers that ripple outward through the island’s dense ecosystem of chip foundries, server manufacturers, and component makers. Nvidia’s data center segment produced US$62.3 billion in quarterly revenue, accounting for roughly 91% of total sales and growing 75% year over year. Gross margins held near 75%, underscoring that the company is scaling without sacrificing profitability. CEO Jensen Huang framed the moment as an ＂agentic AI inflection point,＂ pointing to enterprise adoption of AI agents and multi-quarter infrastructure buildouts by cloud providers and hyperscalers.

The AI infrastructure story has mostly been told through the lens of advanced chips and the foundries that produce them. But there is another layer of the supply chain, often overlooked, that determines whether any of these systems actually work. Signals must be transmitted. Power must be delivered across increasingly complex architectures. And the companies solving these high-density interconnect challenges are increasingly headquartered in Taiwan.

TSMC plans to build nine factories in the U.S. as part of Taiwan’s US$250 billion investment commitment. Explore five key dimensions of this semiconductor expansion.

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.