Hi everyone, this is Cheng Ting-Fang, your #techAsia host this week, saying hello from Taipei, where we have had torrential rain and wildly volatile weather the past few days. It’s much like recent global stock markets, which have moved sharply on the smallest developments.
Several tech industry executives I spoke with over the past few weeks all shared a common message: Demand for AI infrastructure remains overwhelming and companies are scrambling to fill orders.
The first was Unimicron Technology, a key supplier to Nvidia and Intel. Taiwan’s largest maker of chip substrates and printed circuit boards has seen its market value soar about 350 per cent this year amid the AI frenzy, and it has raised its capital spending plans twice to meet surging customer demand.