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AI Supply Chain Momentum Drives Interest in Power, CCL, and Optical Communications

Electronic Technology · Electronic Components · economic_daily · 2026-09-03

Despite macroeconomic uncertainties, the AI sector's fundamentals remain strong, with analysts highlighting growth opportunities in power, cooling, and optical components.

What Happened

Market Outlook and Macro: Despite short-term volatility stemming from U.S. monetary policy and geopolitical factors, the fundamental outlook for the AI industry remains robust. Investors are closely monitoring Federal Reserve policy signals and economic data, maintaining a positive long-term view on the Taiwan stock market.

AI Growth Drivers: NVIDIA's strong earnings and optimistic outlook for the coming year underscore the sector's vitality. As the Rubin platform begins to ramp up, AI supply chain momentum is expected to accelerate in the fourth quarter, with some component orders already visible through mid-2027.

Technological Upgrades: The ongoing upgrade in AI server specifications is shifting investor focus toward companies specializing in thermal management, power supply, and ABF/CCL materials. These components are essential for the infrastructure supporting next-generation AI data centers.

Optical Communications Potential: The optical communications sector is benefiting from the rising demand for high-speed data transmission in AI data centers. Analysts suggest that the long-term growth trend is clear, offering potential opportunities for investors to accumulate positions during market pullbacks.

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