AI supply chain  

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AI server manufacturers are entering peak shipping season ahead of schedule, with positive outlooks for foundries, advanced packaging, passive components, silicon wafers, CCL, ABF substrates, memory chips, and the broader AI supply chain. (Illustration /

Sell the News, Buy the Dip: Taiwan's AI Supercycle Isn't Over

Global capital flowing into Taiwan is buying the irreplaceable position of TSMC and AI supply chains — not a vision of Taiwan as a regional financial hub. (File photo, Yan Lin-yu)

Opinion | The New Asian Capital Map: Why Singapore, Shenzhen, and Taiwan Are Competing for Global Funds

Intel CEO Lip-Bu Tan delivers a keynote address at COMPUTEX 2026. (Photo by Chen Pin-Yu)

TSMC: Rival or Partner? Intel CEO Lip-Bu Tan Says 'I Don't See People as Competitors' — TSMC Remains a Key Intel Customer

NVIDIA founder and CEO Jensen Huang delivered a keynote address at the Taipei Music Center on the 1st, displaying NVIDIA's supply chain backdrop, in which Taiwanese snack shops and restaurants — including Hua Niang Xiao Guan — were listed alongside TSMC.

Jensen Huang Puts Taiwan's Supply Chain and Street Food on the Same Map

Among stocks receiving foreign broker upgrades, IC test handler maker Hon Precision stands out as the most notable. From left: General Manager Chang Chien Jung-li, Senior Vice President Weng De-kui, Chairman Hsieh Min-ta, and Vice President Chao Chen-ming

Foreign Brokers Bet Big on Taiwan's AI Test Leader Hon Precision

The CommonWealth Magazine 45th Anniversary Flagship Forum 'AI Summit Dialogue: Co-Creating a New Industrial Future' was held on the 22nd at the Marriott Hotel in Taipei. Pictured is AMD Chair and CEO Lisa Su (蘇姿丰). (Photo by Liu Wei-hung)

AMD Bets $10 Billion on Taiwan as Lisa Su Calls Island's Chip Ecosystem 'One of a Kind'

TEEMA Chairman Young Liu (劉揚偉) addresses delegates at the 27th general assembly in Taipei. (Photo provided by TEEMA)

Taiwan's TEEMA Plans Industrial Parks in U.S., Mexico, Poland, India to Capture AI Demand

President Lai Ching-te's approval rating stands at 44.5%, while his disapproval rating reaches 47.5% — dissatisfaction edging ahead of satisfaction. (CNA)

Taiwan's GDP Just Hit a 39-Year High. So Why Is Lai Ching-te's Approval Rating Underwater?

Taiwan's export orders reached $91.12 billion in March, surging $36.2 billion year-on-year — a 65.9% increase and an all-time record. (File photo by Chen Yi-Ci)

Taiwan's March Export Orders Break All-Time Record on AI Boom

TSMC hits a record high as Taiwan's benchmark index climbs alongside TSMC shares, which surged to an all-time high of NT$2,045 on April 14, pushing the broader market up more than 88 points past the 36,200 mark. (Central News Agency)

Taiwan's AI Power Map: 12 Companies Redrawing the Global Tech Order

American Institute in Taiwan (AIT) Director Raymond Greene (left), President Lai Ching-te (center), and American Chamber of Commerce in Taiwan 2026 Board Chair Chen Yu-chen (right) attend the 'AmCham Taiwan 2026 Hsieh Nien Fan' on March 26.

President Lai Unveils "Pax Silica Declaration" as Taiwan-U.S. Economic Security Alliance Takes Shape

How AI chip manufacturing turns into air pollution — and a public health bill.(Provided by Taiwan Greenpeace)

Taiwan's AI Chip Boom Tied to 90 Deaths and $500M in Health Costs by 2030, Greenpeace Warns

On March 11, 2026, a man walks along the coast of the Strait of Hormuz in Khor Fakkan, UAE, with oil tankers and cargo ships visible in the distance. (AP)

Hormuz Disruption Threatens AI Boom as Energy and Chip Supply Chains Strain