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statementAs 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statementTaiwan 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.韋音如predictionGlobal 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
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