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TEL Taiwan President Affirms Taiwan's Role as Semiconductor Hub, Pledges Continued Investment
Electronic Technology · Semiconductors · cnyes · 2026-09-02
Tokyo Electron (TEL) Taiwan President Seiji Nakama states that Taiwan remains a critical semiconductor hub, with the company planning further investments as advanced packaging revenue is expected to surge over 70%.
What Happened
Strategic Importance of Taiwan: Tokyo Electron (TEL) Taiwan President Seiji Nakama reaffirmed that despite global efforts to diversify semiconductor supply chains, Taiwan remains an indispensable hub for the industry. The company remains committed to expanding its footprint in Taiwan to maintain its competitive edge in the global market.
AI-Driven Technological Shifts: The surge in AI demand is accelerating both front-end process miniaturization and advanced packaging upgrades. Nakama noted that modern AI chips require heterogeneous integration of GPUs, CPUs, and memory, making advanced packaging a critical component of current semiconductor manufacturing.
Robust Growth in Advanced Packaging: Advanced packaging is currently outpacing front-end wafer processing in terms of growth momentum. TEL projects that its revenue related to advanced packaging will increase by more than 70% this fiscal year, highlighting its strategic focus on this high-growth sector.
Focus on Future Technologies: TEL is aggressively positioning itself to support 3D IC and HBM technologies to meet the complex computational needs of AI. By prioritizing these innovations, the company aims to provide the necessary tools for customers to navigate the challenges of complex chip integration.