Local sourcing of semiconductor materials is accelerating in Taiwan, and partnerships between Japanese and Taiwanese chemical and materials manufacturers are expanding. Wise Research’s latest report provides a multifaceted analysis of these developments.
ワイズコンサルティンググループ has published its latest report on the accelerating local sourcing of semiconductor materials and related industries in Taiwan. The drive is being fueled by surging AI demand and efforts to strengthen supply chain resilience, while partnerships between Japanese and Taiwanese chemical and materials manufacturers, including joint ventures and contract manufacturing arrangements, are expanding rapidly.
Taiwanese machine tool manufacturers are moving toward high-value-added products for robotics and aerospace, with 上銀科技 and 百徳機械 among those entering new fields.
合晶科技 (Wafer Works), a leading semiconductor wafer manufacturer, continues to invest in 12-inch wafers and substrates for advanced packaging, with a new production line expected to begin operations in 2027.
Automotive electronics manufacturers are stepping up development of liquid-cooling systems for EVs and AI servers, and the deployment of thermal-management technologies in the AI server market is accelerating.