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AI概念股2026年五強出爐!外媒點輝達、台積電入列
在人工智慧(AI)熱潮帶動下,全球五大「超大規模資料中心」業者於2026年預計將在AI基礎設施投入新台幣22兆4,630億元,明顯推升半導體產業動能。根據市場觀察,包含「Nvidia」、「Advanced Micro Devices」、「Broadcom」、「Micron Technology」及「台灣積體電路製造」等五家企業,因技術領先與產業布局,成為2026年最受矚目的AI概念股。這波龐大資本支出如何影響產業格局,成為市場關注焦點。
22小時前
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Smart City Expo to showcase Taiwan’s AI urban governance
Taiwan unveils world’s first AI City Pavilion with 60 urban governance solutions at Smart City Expo, drawing 174 cities and 3,000 business leaders.
23小時前
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Zhen Ding: The World’s Largest PCB Maker Bets Big on AI
Few companies in Taiwan’s technology ecosystem have reinvented themselves as thoroughly as Zhen Ding Technology. Originally established in 2006 as Foxconn Advanced Technology, a subsidiary making flexible circuits for consumer electronics, the company rebranded in 2011 and grew into the world’s largest PCB manufacturer by revenue, a title it has held for eight consecutive years. Today, with full-year 2025 revenue of NT$182.5 billion (US$5.8 billion) and over NT$50 billion committed to new factories, Zhen Ding is placing its biggest bet yet: that the AI infrastructure boom will transform its business as profoundly as the smartphone revolution did a generation ago.
2026/03/02 09:47
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Unimicron: The Critical Substrate Link in AI Chips
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.
2026/02/26 16:48
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Powertech: Memory Packaging Giant Reshaping AI
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.
2026/02/26 15:16
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Tainan to host orchid show and floral tech exhibition
The Tainan City Government announced the 2026 Taiwan International Orchid Show and Floral Technology Exhibition from Feb. 27 to March 16. Enjoy orchids and lanterns.
2026/02/25 16:00
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Nvidia picks Taipei for first overseas headquarters
NVIDIA selects Taipei’s Beitou Shilin Technology Park for its first overseas HQ, investing over NT$40 billion. This move will create 10,000 jobs, boosting Taipei’s AI industry.
2026/02/11 15:15
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Taiwan’s PCB Makers Stake Billions on the AI Boom
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.
2026/02/09 17:23
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CoWoS Explained: The Hidden Tech Inside Every AI Chip
The artificial intelligence revolution runs on silicon, but not just any silicon. The processors driving today’s most advanced AI systems demand a level of integration and performance that pushes semiconductor engineering to its limits. At the center of this challenge sits CoWoS (Chip-on-Wafer-on-Substrate), an advanced packaging technology developed by TSMC that has quietly become the essential foundation of AI infrastructure worldwide.
2026/02/09 17:22
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Five key questions about TSMC’s massive American expansion
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.
2026/02/09 10:31
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Japan could get TSMC’s 3-nanometer chips under new plan
TSMC Chairman C.C. Wei met with Japan’s Prime Minister to discuss upgrading the Kumamoto fab to 3-nanometer chips. Taiwan retains top tech, ensuring leadership.
2026/02/06 08:00
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Taiwan’s tech ecosystem powers the global AI revolution
As artificial intelligence transforms the global technology landscape, Taiwan’s fully integrated supply chain has become the indispensable foundation for next-generation AI chips. With seamless connections spanning IC design, wafer fabrication, advanced packaging, testing, equipment, and materials, Taiwan’s ecosystem delivers the agility, innovation, and scale that the fast-moving AI market demands. Taiwan now produces over 90% of advanced AI chips and AI servers, a concentration unprecedented in technology history.
2026/02/05 20:23
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Deputy mayor credits minister for Nvidia project aid
NVIDIA selects Taipei’s Beitou-Shilin Technology Park for its Taiwan HQ, showcasing collaboration between local and central governments. The city will negotiate terms with NVIDIA before finalizing the contract.
2026/02/05 16:14
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Taiwan tech in 2026: AI boom powers Year of the Horse
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.
2026/02/05 15:00
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Nvidia CEO Jensen Huang lands in Taiwan for new office deal
Nvidia CEO Jensen Huang arrives in Taiwan after government approves NT$3.3 billion investment for new Taipei headquarters in Beitou Shilin Technology Park.
2026/01/29 14:00
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Pax Silica Declaration signed at Taiwan-U.S. dialogue
Taiwan and the U.S. concluded the sixth Economic Prosperity Partnership Dialogue, signing key agreements to boost AI supply chains and digital infrastructure.
2026/01/28 14:47
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European carmakers validate iCatch, Jet Opto 4K imaging tech
Taiwan’s iCatch Technology and Jet Opto announce 4K automotive imaging solution validated by European automakers, set for Q1 2026 mass production.
2026/01/21 19:55
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Taiwan’s power use surges with semiconductor growth
The Taiwan Institute of Economic Research reports a robust December 2025 electricity indicator, driven by the semiconductor industry’s growth. AI boosts demand, but traditional sectors lag.
2026/01/21 16:24
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Taiwan forecasts 4.14% growth in 2026, driven by AI boom
The Chung-Hua Institution for Economic Research forecasts a 4.14% growth rate for Taiwan in 2026, driven by AI demand. Taiwan-U.S. tariff talks boost optimism.
2026/01/19 04:14
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Micron acquires Powerchip’s Tongluo plant for US$1.8 billion
Micron Technology acquires Powerchip’s Tongluo P5 plant for $1.8 billion to boost DRAM production in Taiwan. The deal, finalizing in 2026, strengthens Taiwan’s role in the global memory supply chain.
2026/01/19 02:58
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AI integration crucial for Taiwan’s industry competitiveness
Taiwan’s tech exports thrive, but traditional sectors face AI challenges, says TAITRA’s Huang. Taiwan-U.S. tariff talks near completion. Safety concerns in Iran persist.
2026/01/15 15:15
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Taiwan launches substrate-free chip technology platform
The Taiwan Semiconductor Research Institute launched a chip-level advanced packaging R&D platform, featuring CoCoB technology, to boost Taiwan’s semiconductor innovation.
2026/01/13 15:11
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Hotai’s 2026 accelerator focuses on AI and innovation
Hotai Motor launches the 2026 Hotai Accelerator with StarFab, inviting tech startups to innovate in AI and business models. Selected teams gain access to resources and data.
2026/01/08 22:00
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AI and IoT to combat illegal dumping in Taiwan
Taiwan’s Ministry of Environment launches a tech-driven plan to combat illegal waste disposal. The initiative uses AI and IoT for real-time monitoring and alerts.
2026/01/08 14:48
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Taiwan highlights AI innovations at CES with 57 startups
Taiwan showcases its AI-driven innovations at CES 2026 in Las Vegas, led by the National Science and Technology Council. Discover Taiwan’s tech advancements and global collaborations.
2026/01/07 18:00