As technology continues to advance at a rapid pace, surging demand for computing power and artificial intelligence (AI) is propelling the semiconductor industry into a high‑growth phase. At the recent COMPUTEX in Taipei, several semiconductor and AI companies shared the latest updates on their businesses, with their growth trajectories and market potential drawing strong attention.
During the event, companies including Alchip Technologies, MSSCORPS , Nanya Technology, and Unimicron Technology discussed developments across key AI supply‑chain segments such as DRAM, ASIC design, advanced materials analysis, and high‑end PCB substrates. Benefiting from the rapid rise in AI server demand, related chip markets have also posted significant growth.
Daniel Wang, CFO of Alchip, noted that with AI computing needs climbing and GPU supply remaining tight, the ASIC market is poised for rapid expansion and is expected to command a larger share of overall XPU spending in the coming years.
It is estimated that the ASIC market will grow from about 38 billion US dollars in 2025 to 269 billion US dollars in 2030, representing a compound annual growth rate of 48%.
He added that the company’s fast development has been enabled by the platform provided by the Taiwan Stock Exchange (TWSE), which gives issuers access to a broad capital market, especially international investors. This in turn strengthens corporate governance, aligns the company with global standards, and provides the resources needed for R&D investment, laying the foundation for long‑term growth.
MSSCORPS CEO Gene Liu likewise pointed out that with support from Taiwan’s capital market, the company has been able to connect with overseas investors and accelerate international expansion, extending its business footprint to markets such as China, Japan, and the United States.
TWSE Chairman & CEO Sherman Lin said the TWSE is deepening its strategic focus on attracting high-growth technology companies and enabling the next phase of industrial transformation. In 2026, about 40 companies will apply for listing on TWSE, more than 15 of them AI supply-chain businesses. These companies will account for over 40% of total applications, up from 33% in 2025 and 29% in 2024.
AI server IPOs surpass US$8 trillion
According to Brenda Hu, Senior Vice President of TWSE, over the past decade IPO volumes from AI server‑related companies have continued to rise, with cumulative capital raised now exceeding US$8 trillion. At the show, Asia Vital Components Company, Delta Electronics, and Wistron Corporation also shared the industry opportunities emerging from surging global demand for AI computing power.
David Shen, CTO of Wistron Corporation, said that revenue from AI infrastructure accounted for around 46% of the company’s total in 2024, rising to 71% in 2025 and further to 79% in the first quarter of this year, underscoring that AI has become a core growth driver.
Delta Electronics, which focuses on AI server equipment, has likewise delivered strong performance. Senior manager Johnny Shih noted that since the company’s listing on the TWSE in 1988, it has continued to benefit from capital‑market support, with revenue surpassing 17.8 billion US dollars last year. Through robust corporate‑governance and ESG standards, the company has enhanced transparency and market competitiveness, underpinning its long‑term development.
Summing up, Lin emphasised that TWSE provides three unique advantages: direct access to a hyper-growth AI and semiconductor ecosystem; exposure to the next generation of “unicorns” and “hidden champions” across sectors including energy, biotech, cybersecurity, and advanced technologies; and the confidence of investing through a market defined by strong regulation, operational resilience, and institutional credibility.
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