Taiwan's Tech Earnings Confirms AI Investment Remains in Early Stage

Dow Jones14:36

0636 GMT - Taiwan's tech earnings so far confirm that AI infrastructure investment remains in the early stages of a multi-year expansion, Citi analysts say in a research note. Companies in the semiconductor supply chain, including TSMC, UMC and MediaTek, have raised guidance, increased capital expenditure or expressed improving visibility into 2027 AI demand. "Despite recent market turbulence, companies reaffirmed that AI investment cycle is broadening across the entire hardware ecosystem," they say. The AI beneficiaries will increasingly extend beyond computing to networking and power, they add. AI data center products will be supported by strong demand for high-efficiency power supplies, power distribution, liquid cooling and higher rack power density, they add, making Delta Electronics one of the key beneficiaries.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment