semiconductor 結果共688筆

Taiwan’s chip packagers and testers, the companies that take a freshly made semiconductor and turn it into a usable, qualified module, are in the middle of the biggest expansion their 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.

Taiwan’s stock index fell 376 points on April 30, breaking below 39,000 after a 922-point swing. TSMC dropped 2% in a late ’short attack’ despite strong fundamentals.

Taiwan court convicts four engineers in first National Security Act case for stealing TSMC chip secrets. Sentences range from 2 to 10 years.

Taiwan’s manufacturing engine is running faster than ever, and AI is doing most of the work. According to figures released by the Ministry of Economic Affairs (MOEA) on April 23, the headline industrial production index reached 136.90 in March 2026, up 26.35% from February and 28.68% from a year earlier. The first three months of 2026 mark the strongest opening quarter for Taiwan’s manufacturing sector in years, and the chart points sharply upward even after seasonality is stripped out.

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.

TSMC confirms up to 9% salary increases for 2026 as the chipmaker battles Chinese and South Korean rivals in a global semiconductor talent war.

Taiwan’s server orders from China are declining as Beijing accelerates AI self-sufficiency. U.S. hyperscalers continue avoiding Chinese suppliers, MIC reports.

At its 2026 North America Technology Symposium, TSMC unveiled a roadmap that highlights where the world’s largest contract chipmaker is placing its boldest bets and where it is choosing restraint.

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 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.

Yesterday, Taiwan surpassed the United Kingdom to become the world’s seventh-largest stock market by total capitalization. At roughly US$4.14 trillion, it edged past the UK’s US$4.09 trillion. The TAIEX has surged nearly 26% year-to-date, compared with just 6% for the FTSE 100. In April alone, foreign investors poured more than US$10 billion into Taipei. The reaction in some quarters was predictably dismissive: It’s just TSMC. It’s an AI bubble. Taiwan simply got lucky.

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.

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.

Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, up 15% from US$117.1 billion in 2024, according to the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report published by SEMI on April 13, 2026. The growth was driven by sustained expansion in advanced logic and memory capacity, underpinned by accelerating AI-related demand.

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 Semiconductor Manufacturing Company has opened 2026 with a record-shattering first quarter. Revenue for January through March reached NT$1.134 trillion (US$35.9 billion), a 35.1 percent increase over the same period in 2025 and comfortably above the top end of the company’s own guidance of NT$1.13 trillion (US$35.8 billion). The figure eclipses the previous quarterly high of NT$1.05 trillion (US$33.2 billion) set in the fourth quarter of 2025 and extends a run of uninterrupted growth driven almost entirely by AI chip demand.

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