TSIA 30th Anniversary: Output Estimated at 9.1兆, Up Over 40%
The Taiwan Semiconductor Industry Association TSIA held its 30th anniversary annual meeting on 10月29日, projecting that Taiwan's overall semiconductor industry output in 2026 will exceed 9.1兆新台幣, up 40.9% year-on-year. With semiconductor fab expansion continuing, driven by artificial intelligence demand, the industry scale keeps expanding, while companies are also watching market conditions and power supply stability. Chairman and 台積電 Senior Vice President 侯永清 said in his address that stable power supply is the lifeline of the semiconductor industry.
侯永清: Support Resuming Nuclear Power Evaluation Under Lawful, Safe Conditions
侯永清 said that for semiconductors, stable electricity supply and continued sufficient supply are critical. Facing huge electricity demand driven by AI, the association formally announced its support for the Taiwan government to resume nuclear energy and nuclear power plant evaluation plans, provided it complies with regulations and safety is ensured. The industry voiced support for the government seeking a nuclear power restart, hoping to provide a stable foundation for long-term capacity expansion and AI-related electricity use.
Global Output Targets 1.6兆美元 as Edge AI Booms
Global semiconductor output is showing exponential growth, from 0.8兆美元 in 2025, expected to reach 1.6兆美元 by the end of 2026, and over the next five years, global output is expected to further challenge the 2.4兆美元 mark. 鈺創 Chairman 盧超群 said edge artificial intelligence is booming, with systems and users able to use increased semiconductor value, allowing them to pay the right prices for higher-end products, a trend for next year. He also said he received the latest news that in 2026, the largest U.S. trade partner is Taiwan, driven not by the silicon shield alone, but by AI plus semiconductors creating Taiwan's foreign trade and economic impact.
盧超群 noted that Taiwan's role in geopolitics has gone beyond a silicon island of pure hardware manufacturing, becoming an indispensable strategic player in the global AI ecosystem, with memory and mature processes also set to play important roles. 力積電 Chairman 謝再居 said 台積電 focuses on advanced processes and its performance is a very important indicator, while peripheral components also need mature-process support; current demand looks good — wherever 台積電 advances, related suppliers follow. Industry players noted that demand for interposers, silicon capacitors, and traditional mature-process memory is heating up significantly, bringing 全新 growth opportunities for the supply chain.