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Christophe Fouquet, president and CEO of Dutch semiconductor equipment leader ASML, believes that the increase in chip production capacity in Western countries is unlikely to change the balance of power in the semiconductor industry.

Chip manufacturers continue to launch expansion plans to meet the growing demand for artificial intelligence components. Bloomberg reported that compiled data show that the scale of overseas financing plans of Taiwanese companies this year reached the highest level in the past 20 years, with the amount raised reaching US$2.9 billion (approximately New Zealand dollars). NT$93.3 billion), a new high since 2007.

In recent years, the AI ​​technology led by NVDA co-founder and CEO Jen-Hsun Huang will profoundly change all walks of life and improve efficiency, innovation and service quality. It may also reshape the global economic landscape and promote the development of emerging industries. development and transformation of traditional industries.

Due to the recovery in demand for consumer electronics such as smart phones and computers, coupled with the development of AI and low-orbit satellites, PCB output value has increased significantly, and it is estimated that it will return to the 800 billion yuan level for the whole year. Major PCB manufacturers include Taiwan Optoelectronics (2383), Zhending-KY (4958), Taiyao (6274), Nanjing Electric (8046), Huatong (2313), Jingpeng (2355), Yaohua (2367), Jin For example, stocks such as Electric Power Co., Ltd. (2368) have performed sharply recently, and there is a chance that they will experience another wave of gains before the peak consumption season at the end of the year.

The Taiwan Economic Research Institute announced on the 3rd that the manufacturing boom signal value in August this year was 14.10 points, an increase of 0.29 points from July. The signal showed a green light for the fifth consecutive month, indicating that the business climate was flat.

The Vietnamese government recently formulated a semiconductor development blueprint for 2030 and extended the outlook to 2050.