“It's just because [of] High demand for high-end chips and server supply chains. That's why our stock market is going up,” he said.
ThaiEx rose 27.93% in the past 12 months, but gave up some of its gains on Friday as rising tensions in the region sent most of the region's major markets lower.
Much of Taiwan's dominance in the global semiconductor industry can be attributed to Taiwan Semiconductor Manufacturing Co., Ltd., the world's largest contract chipmaker, which makes advanced processors for customers such as Apple and Nvidia. TSMC is the primary manufacturer of Nvidia's powerful AI processors.
“I think this is very attractive for investors…which actually means Taiwan will be on board. [a] It plays a very important role in the AI supply chain and in the semiconductor industry,” Lin said.
According to TrendForce data, by 2023, Taiwan will lead in advanced chip manufacturing technology, including advanced processes of 16 nanometers or 14 nanometers and above, with a 68% share of global production capacity. This was followed by the United States (12%), South Korea (11%) and China (8%), according to the data.
Taiwan also holds nearly 80% market share in extreme ultraviolet generation processes such as 7-nanometer and more advanced technologies, TrendForce said. The smaller the nanometer size, the more powerful the chip. EUV tools are essential to manufacturing the world's most advanced processors.
“We have very good fundamentals in the ICT industry, so we can leverage the success of the ICT and technology industry to gain strength to drive new economy businesses,” Lin said. Stated.
Earlier this month, Taiwan was hit by the largest earthquake in 25 years. TSMC announced that the construction site was operating as usual. Although initial inspections temporarily evacuated some factory workers. Those workers then returned to work.
“Taiwan has shown great resilience… We understand that some listed companies reporting to TWSE have had little impact on production,” Lin said.
“The kind of challenge for Taiwan is testing the business continuity plan. We actually did very well. And we refreshed and responded very quickly. So as you can see if you look at the capital markets. We will soon see an adjusted recovery,'' Hayashi said.
“Currently, the post-earthquake capital market is still on an upward trend.”
Regarding the outcome of the US election and military conflict, Lin said that these situations “will always affect not only the Taiwanese market but also some capital markets.”
“but [as] As you can see, we're going back to basics. So I think Taiwan has good fundamentals. [has] resilience and [responds] Quickly. I'm pretty confident about our capital markets,” Lin said.