AI buyers lock in capacity, driving Taiwan private investment to record NT$6.95T

Strong global demand for AI infrastructure hardware is pushing buyers to secure capacity via advance payments and long-term contracts. This is driving expansion across Taiwan's semiconductor, packaging and testing, memory, substrate and equipment supply chains, with private investment hitting a record NT$6.95 trillion.

• Taiwan private investment reached a record NT$6.95 trillion
• Buyers lock in capacity via advance payments and long-term contracts
• Semiconductor, packaging, memory and substrate supply chains expand
• TSMC locked in 3–6% wafer out price hikes for 2027