Reported 12 months ago
Following the listing of the AI product ChatGPT, the global AI industry flourishes, leading to the establishment of over ten international companies setting up data centers in Taiwan. This has sparked an AI supply chain in Taiwan, extending to green energy and solar power sectors. Companies like Yunpao Energy (6869) have seen a 1.26-fold increase. With the impact of generative AI technology on Taiwan's industries, Taiwan Semiconductor Manufacturing Company's advanced production capacity has been secured by companies like NVIDIA and AMD. Market attention is heightened for TSMC's upcoming financial outlook meeting, expecting double-digit growth and future capital expenditure plans. The article also highlights the significance of companies like NVIDIA, Google, and Amazon AWS procuring green energy in Taiwan, boosting related stocks like solar power, where companies like Jinneng reached the daily limit price increase. Overall, the continued focus on AI supply chains from 2024 to 2025 is evident in the market's positive response.
Source: YAHOO