Global Supply Chain 結果共127筆

While the silicon vendors captured the keynote headlines, Taiwan’s hardware manufacturers drew the biggest crowds on the show floor. Their expansive booths featured server racks, advanced cooling systems, robots, and complete computing platforms. The attention was well deserved. Taiwan assembled roughly 90 percent of the world’s AI servers in 2025, and total server shipments are forecast to rise 19.2 percent in 2026, marking the strongest growth in years. Global shipments in the second quarter alone are projected to exceed five million units for the first time. These manufacturers turned Computex into a vast showroom for the physical machines powering the AI boom.

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.

The restaurant was the Brick Kiln, a good but unflashy Taipei spot far from any conference hall. The host stood on a stool to be seen. The guest list ran to more than thirty CEOs, between them representing close to a trillion US dollars in market capitalization and almost every link in the global AI hardware supply chain. Jensen Huang toasted, thanked, moved from table to table, told an affectionate joke about a portrait he said looked more like TSMC’s C.C. Wei than himself, and at the end of the evening walked out into the street to hand sweets to the families and children who had gathered hoping for a glimpse. ＂Chemistry＂ was the word the Nvidia blog post used to describe the event. The casualness was the point.

For the first time in its 36-year history, Hiwin Technologies (上銀) will exhibit at Computex this June. The Taichung-based company has long served as a vital but low-profile supplier to the global machine-tool industry, delivering high-precision ball screws and linear guides for decades. Listed on the Taiwan Stock Exchange since 2010, Hiwin has not needed to attend a major global technology event like Computex until now. That changes in June, when the company will have its first ever booth to showcase a new planetary roller screw engineered specifically for the heavy-load joints of humanoid robots and high-payload industrial arms. Its presence serves as the public milestone of a strategic transformation that has been building quietly within Hiwin for at least three years.

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.

One of the least remarked features of Taiwan’s AI hardware boom is that it has not been led by the kind of companies the global business press usually celebrates. There are no garage startups here, no twenty-something founders, no venture capital origin myths. The firms riding the AI infrastructure wave, supplying cold plates to GB300 racks and vapor chambers to hyperscaler servers, are for the most part middle-aged industrial companies that have been grinding away in the component trenches for three decades or more.

Every AI chip needs a way to dissipate the intense heat it generates. That is where Asia Vital Components (AVC) comes in. The Kaohsiung-based thermal specialist has become one of the most important companies in the global AI supply chain, and its Q1 2026 results show just how fast this business is growing.

Wiwynn Corporation, the Taiwan-based cloud infrastructure specialist majority-owned by Wistron, delivered a blockbuster first quarter in 2026 as voracious demand for AI servers continues to reshape the global technology supply chain. Once a niche player serving hyperscale cloud providers, Wiwynn has emerged as one of the most closely watched companies in the AI hardware race.

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.

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.

Taiwan’s MODA establishes first-ever cybersecurity pavilion at RSAC 2026. Minister Lin highlights Taiwan’s 95% share of advanced AI chips and 2.6 million daily cyberattacks.

National Taiwan University Hospital responds to Middle East conflict by securing medical supplies. Hospital leaders emphasize proactive strategies to ensure stable healthcare delivery amid global uncertainties.

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 Taiwan Printed Circuit Association will showcase a high-end packaging zone at APEX EXPO 2026 in Anaheim, Calif., March 17-19, to boost Taiwanese businesses amid global supply chain changes.

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.

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.

Clarivate named ITRI a ＂Top 100 Global Innovator＂ for the ninth year, highlighting its role in Taiwan’s industrial ecosystem. ITRI excels in global patent strategy.

Taiwan’s export orders to the U.S. hit $268.34 billion in 2025, a 38.6% rise from 2024, driven by AI and automotive components. ASEAN surpasses China as the second-largest market.

Taiwan’s Electrical and Electronic Manufacturers’ Association lauds the U.S.-Taiwan tariff deal, highlighting reduced tariffs and strategic partnerships in tech and AI sectors.

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.