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The surge in demand for AI infrastructure, including data centers, servers, high-end computing, and edge computing, has fueled strong growth in the semiconductor industry, further driving integration between PCBs, substrates, and packaging. Companies like TECHNOLOGY (2383), Kingston Technology (2368), and TECH Optoelectronics (6274) not only achieved impressive first-quarter profits but are also poised to benefit from price increases.

The global semiconductor supply chain is undergoing accelerated restructuring due to geopolitical influences, with Penang, Malaysia, becoming a key foothold for Taiwanese businesses expanding into Southeast Asia. In addition to the rapid clustering of chip and electronics manufacturing, related industries such as metal materials and precision machining are also expanding simultaneously, forming a tightly integrated industrial cluster.

According to TrendForce's latest display industry research, with Chinese panel manufacturers controlling half of the market in recent years, Korean manufacturers have shifted most of their resources to the AMOLED panel field, while Japanese manufacturers have almost withdrawn from the traditional display field, turning to other niche markets. Taiwanese panel manufacturers are actively developing in the fields of semiconductors, optical communications, advanced packaging, and automotive system integration, but in the short term, they still need to rely on traditional display businesses to support revenue and cash flow. Whether the proportion of non-display businesses can continue to grow to 50% or even 70% or more in the next two to three years, along with the implementation of an asset-light strategy, will be key to the success of Taiwanese manufacturers' transformation.

According to a report by Chinese media, IDC predicts that global semiconductor revenue will reach $1.29 trillion this year, a year-on-year increase of 52.8%; by 2030, the entire industry's revenue will grow to $1.75 trillion.

The Semiconductor Equipment and Materials International (SEMI) released its latest Semiconductor Materials Market Report (MMDS) today (May 13). The global semiconductor materials market revenue is projected to grow by 6.8% year-on-year in 2025, reaching a record high of US$73.2 billion. Both wafer manufacturing materials and packaging materials saw simultaneous growth, reflecting increased process complexity, rising demand for advanced processes, and continued investment in high-performance computing and high-bandwidth memory (HBM) manufacturing.

(CNA reporter Chiang Ming-yen, Taipei, May 7) Driven by AI computing, the global PCB industry is undergoing a profound structural transformation. The Taiwan Printed Circuit Association (TPCA) observes that CCL (copper clad laminate) volume and price are both rising, highlighting the competitiveness of Taiwanese manufacturers. While Japanese companies monopolize substrate materials, a supply gap is emerging, allowing Taiwanese manufacturers to seize the opportunity to secure core positions in the supply chain in areas such as high-speed materials and precision machining.