📊Executive Summary

Taiwanese companies in the artificial intelligence (AI) supply chain anticipate significant growth but are facing emerging bottlenecks in memory chips, advanced packaging, and semiconductor material analysis. Executives from key firms like Nanya Technology and Alchip Technologies highlighted the need for increased capacity and investment to meet rising demand, particularly in DRAM, which is expected to grow by over 20% annually due to AI applications. Nanya plans to boost R&D spending by 70% and double its output, while Unimicron expects AI-related business to comprise over 60% of its revenue. The shift towards advanced semiconductor technologies is creating new capacity constraints, emphasizing the importance of strategic sourcing and investment in the semiconductor ecosystem....