Hi everyone! This is Cheng Ting-Fang, your #techAsia host for this week, coming to you from Taipei. As the Spring Festival and the start of the Year of the Horse on the lunar calendar approaches, many chip suppliers across Taiwan are hosting their year-end gatherings. At these gatherings, I have had the chance to meet some industry executives and what struck me most was the shift in mood compared with early 2025. Their faces seemed softer and less tense, with more smiles and less uncertainty.
Most of them are focused on AI-related development or are benefiting from the spillover effects of AI-driven demand, which is fuelling a global memory chip crunch and lifting companies across the entire semiconductor ecosystem, both large and small.
For example, DK Tsai, chair of Powertech Technology, one of the world’s leading chip packaging service providers, had not appeared in public for nearly a year.