statement
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.
A statement by 韋音如. Statements are as reported by the cited publishers — not verified by DecisionGateway.
隨著 AI 伺服器效能持續提升，除先進製程晶片，先進封裝、高階測試、印刷電路板(PCB )、電源管理及高速傳輸等領域，也持續受惠於設備規格升級與需求成長
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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.statementGlobal 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
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