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The Taiwan Printed Circuit Association (TPCA) points out that driven by AI, China is rapidly expanding and continuously increasing its market share through high-end products, Japan is deeply cultivating semiconductor packaging with its advanced substrates, and South Korea is consolidating its dominant advantages in memory and server fields. Taiwan's semiconductor and PCB industries hold a key position in the global AI server supply chain and need to deepen its self-sufficiency in advanced packaging technologies and materials.

The World Semiconductor Trade Statistics (WSTS) released its latest global semiconductor market forecast report, predicting that global semiconductor revenue will grow by 22.5% in 2025 and another 26.3% in 2026, approaching the $1 trillion mark.

Global semiconductor (chip) manufacturing equipment sales continued to grow at double-digit rates (over 10%) in Q3 2025 (July-September), exceeding US$30 billion for the fifth consecutive quarter and setting a new historical record. Among them, Taiwan's sales surged by 75%, leading all markets and surpassing South Korea for the second consecutive quarter to become the world's second-largest chip equipment market.

The Taiwan stock market opened slightly higher by 12 points on Friday (December 28th), closing with a long upper shadow and a red candlestick, gaining 71 points to close at 27,626. The index fluctuated throughout the day before closing higher, with the technical outlook remaining bullish. However, volatility increased after entering the previous resistance zone. Individual stocks should be traded within the technical range.

The AI ​​trend has been going on for several years, and there are still no signs of demand cooling down. Not only is TSMC continuing to expand its CoWoS capacity, but domestic packaging and testing companies are also increasing their investment in building new plants to seize business opportunities. Currently, companies including ASE Technology Holding, Powertech Technology, King Yuan Electronics, and Siliconware Precision Industries all have plans to expand their new plants and are accelerating their efforts to get them operational as soon as possible to capitalize on growth opportunities after 2026.

The AI ​​industry atmosphere is gradually shifting from "frenzied anticipation" to a "profit verification" phase. NVIDIA's financial report has become a key indicator for evaluating the fundamentals of the AI ​​industry. Nomura Investment Trust stated that if NVIDIA's financial report exceeds expectations, it will help alleviate market concerns about an AI bubble. As the global AI industry enters a profit verification period, Taiwan's supply chain has demonstrated resilience and forward-looking planning. Although the market experienced short-term volatility due to interest rate and data releases, the long-term trend of AI remains clear. AI-related applications and interconnect technologies continue to drive industry upgrades. Investors are advised to focus on major suppliers in Taiwan's semiconductor and optical communication supply chains, and to consider buying into actively managed market capitalization ETFs on dips to seize the next wave of AI growth opportunities.