Taiwan AI industry 結果共228筆

At Computex 2026, the silicon industry did more than simply attend the show. It realigned. While crowds focused on server racks, dexterous robots, and high-speed interconnects, the deeper story appeared in the chip announcements and partnership deals. The old battle lines of the processor world are dissolving. Nvidia has entered the CPU market, Arm is building its own data-center processors, MediaTek is expanding from phones to AI servers, and even Intel and Nvidia have found reasons to cooperate. What emerged is a new map of the industry, shaped by the demands of agentic computing and held together by alliances as much as by competition. All of this continues to rely on Taiwan’s unmatched manufacturing ecosystem.

Computex has always been a barometer for where the industry thinks the next wave of demand will come from. This year the message was unmistakable: the future belongs to agentic computing. The dominant workload will no longer consist of a human typing a prompt and reading a reply, but software that plans, calls tools, evaluates its own output, and iterates across many steps with little supervision.

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.

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.

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.”

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.

Computex 2026 opens on June 2 in Taipei under the banner “AI Together,” and for Taiwan’s server makers the timing is close to perfect. The first quarter delivered record results across the entire group. Hyperscaler orders for Nvidia’s next-generation GB300 rack systems are accelerating into the second half of the year. And a new category of compute that the industry has started calling Physical AI, is opening a fresh growth lane alongside the familiar workloads of training and inference.

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.

When the AI server industry began standardizing on liquid cooling in 2025, Sunonwealth Electric Machine Industry, the Kaohsiung-based fan and motor specialist better known as Sunon, looked like the cooling supply chain’s most exposed name. A year later, that reading has aged badly. Founded in 1980 and listed on the Taiwan Stock Exchange under ticker 2421, Sunon has used its fan and motor heritage as a launchpad rather than a millstone, building out a credible liquid-cooling portfolio while its legacy business continues to grow.

Computex has long been a PC-centric event. It is the venue where Asus, Acer, MSI, Gigabyte, ASRock and other Taiwan manufacturers traditionally unveil their latest motherboards, laptops and desktop PCs, chassis, graphics cards and peripherals to global customers and the tech media.

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.

Foxconn pivoted the spotlight from AI server racks to wheels at this week’s 360°MOBILITY show in Taipei, signaling it will now apply to the auto industry the same platform strategy that made it the world’s leading manufacturer of PCs, smartphones and AI servers.

Taiwan’s auto electronics industry pivots to AI at the 360° Mobility Mega Shows, with 900 exhibitors showcasing smart cockpits and fire-detecting charging stations.

Wistron Corporation was once best known as one of the world’s largest notebook assemblers. Today, it is one of the biggest stories in the AI hardware industry. In the first quarter of 2026, the Taiwan ODM posted the highest revenue growth rate among the island’s five major server makers, cementing a transformation that has reshaped the company from top to bottom. Wistron reported first-quarter 2026 consolidated revenue of NT$846.3 billion (US$26.5 billion), up an extraordinary 144.3% year-over-year. March alone set a new monthly record at NT$333.0 billion (US$10.4 billion), up 117.7% from a year earlier. February was equally striking, with revenue of NT$284.9 billion (US$8.9 billion), a 177.4% year-over-year jump.

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.

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.

FedEx opened a new transshipment center at Taoyuan International Airport, doubling its capacity in Taiwan. The facility enhances efficiency and supports sustainability goals.

Taiwan’s science parks hit a record NT$5.8 trillion revenue in 2025, up 21.83%. Southern Taiwan led with 34.26% growth. AI and semiconductors drive future gains.

TSMC’s US$2 trillion market cap and US$250 billion US investment signal confidence in AI chip demand despite Taiwan hollowing out concerns.

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.

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.