--- title: "Taiwan continues to play a key role in the global AI supply chain and industry development thanks… — 韋音如 — DecisionGateway" description: "statement by 韋音如, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1cf2b-9f40-71af-9ea0-5c5e0e145aef" meta: "og:description": "statement by 韋音如, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "Taiwan continues to play a key role in the global AI supply chain and industry development thanks… — 韋音如 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) statement # **Taiwan continues to play a key role in the global AI supply chain and industry development thanks to its complete tech industry cluster and supply chain competitiveness, and Taiwan tech giants are also raising capex to accelerate development.** A statement by [**韋音如**](https://dgw.tmarket.io/actors/01a1cf2b-9e98-7b38-881f-0e98af00e9f6). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *台灣憑藉完整的科技產業聚落與供應鏈競爭優勢，持續在全球 AI 供應鏈與產業發展中扮演關鍵角色，台灣科技大廠亦同步上修資本支出,加速發展。* stockintelligencenewsPublished 2026-11-10 [ Read source](https://t.me/stockintelligencenews/5713276) [**韋音如 dossier **](https://dgw.tmarket.io/actors/01a1cf2b-9e98-7b38-881f-0e98af00e9f6) ## **Related claims** [**Looking to 2027, global AI demand will keep expanding, and Taiwan companies' competitive advantages in advanced process, packaging and testing, and key components are expected to extend related industry growth opportunities.**張雅雯 · prediction](https://dgw.tmarket.io/claims/01a1cf2b-a03e-73c4-92fe-a88dded86d66) [**Price corrections and industry demand changes must be observed separately; given Taiwan tech industry's supply chain position and corporate profit performance, AI remains an important driver of medium- to long-term growth.**張雅雯 · statement](https://dgw.tmarket.io/claims/01a1cf2b-9fd6-7621-910c-b52685b7e680) [**An ASIC industry figure said that as long as TSMC provides capacity, customers will take it all.**ASIC 業界人士 · statement](https://dgw.tmarket.io/claims/01a1cbb9-404f-7bce-8c54-bc132b1f8c15) [**As AI server performance improves, besides advanced-process chips, advanced packaging, high-end testing, PCB, power management and high-speed transmission are benefiting from equipment spec upgrades and demand growth; rising AI data center power use makes power infrastructure, energy management and cooling key links, and high-speed data transmission drives optical communications upgrades, showing AI opportunities spreading from the semiconductor core to peripheral industries.**韋音如 · statement](https://dgw.tmarket.io/claims/01a1cf2b-9f62-7b4d-b8d2-bebc491cc936) [**Global AI computing demand continues to increase, with US major cloud providers' 2026 capex estimated to grow 77% year-on-year and still have 33% growth room in 2027.**韋音如 · prediction](https://dgw.tmarket.io/claims/01a1cf2b-9f1e-7c2c-addf-0d4927f08e77) [**Investment tools need to keep pace with the times; Taiwan has deep division-of-labor advantages in the global tech industry chain, and the key components and emerging tech targets with explosive potential are mostly small and mid-sized enterprises, so actively managed ETFs can dynamically adjust by market conditions and industry trends as a tool to add investment diversification.**股魚 · statement](https://dgw.tmarket.io/claims/01a1cf2b-a07d-71b8-ac76-ffe222dc1d29) ## **More claims by 韋音如** [**As AI server performance improves, besides advanced-process chips, advanced packaging, high-end testing, PCB, power management and high-speed transmission are benefiting from equipment spec upgrades and demand growth; rising AI data center power use makes power infrastructure, energy management and cooling key links, and high-speed data transmission drives optical communications upgrades, showing AI opportunities spreading from the semiconductor core to peripheral industries.**statement](https://dgw.tmarket.io/claims/01a1cf2b-9f62-7b4d-b8d2-bebc491cc936) [**Global AI computing demand continues to increase, with US major cloud providers' 2026 capex estimated to grow 77% year-on-year and still have 33% growth room in 2027.**prediction](https://dgw.tmarket.io/claims/01a1cf2b-9f1e-7c2c-addf-0d4927f08e77) [All claims by 韋音如](https://dgw.tmarket.io/claims?claimant_id=01a1cf2b-9e98-7b38-881f-0e98af00e9f6) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,800+ Telegram channels — every claim cited. 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