News / Taiwan / cnyes
AI Infrastructure Demand Remains Robust; Yuanta Securities Highlights Three Key Investment Pillars
Finance · Investment Banks/Brokers · cnyes · 2026-09-02
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Yuanta Securities hosts a semiconductor forum, identifying AI as a structural growth engine and recommending focus on advanced packaging and core supply chains.
What Happened
Structural Growth in AI: Yuanta Securities notes that Taiwan's export orders have entered a new normal of $90 billion, with AI-driven growth shifting from short-term spikes to structural expansion. Increased global investment in AI data centers and cloud infrastructure continues to elevate the importance of Taiwan's semiconductor and electronics supply chains.
Forum Insights: The semiconductor summit featured over 20 companies, including MPI, WinWay, and Actron, to discuss the evolving landscape of the AI industry. The event highlighted the critical role Taiwanese firms play in the global AI ecosystem, driven by sustained demand for high-end chips and AI servers.
Three Investment Pillars: Yuanta Securities recommends focusing on three key areas: advanced packaging and materials like ABF substrates and CCL; core AI supply chain components such as passive components; and traditional industries, including petrochemicals, which are showing signs of cyclical recovery.
Long-term Strategy: To navigate the AI landscape, the firm proposes a '3T' strategy: identifying Technology Leaders, timing market entries effectively, and utilizing a Tranche-based investment approach to capture long-term growth in the AI core supply chain.