Just before the Lunar New Year celebrations around the world, a black swan emerged, plunging the global technology industry into a state of extreme uncertainty.

The semiconductor industry is swiftly advancing due to high-performance computing and AI smartphones, creating opportunities for AI semiconductors. With the growing demand for advanced chip capabilities, the sophisticated packaging and testing market is expanding. Chunghwa Precision Test Tech (CHPT) specializes in test interface technology and leverages AI advancements to drive its research and development.

The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote work, have propelled tech giants to unprecedented heights. Currently, nine tech companies have achieved market valuations exceeding US$1 trillion. Including TSMC, these companies command a combined market value of US$18 trillion, demonstrating the concentrated wealth accumulation among select tech giants. This concentration of capital has created opportunities for companies within their supply chains to capture value.

Drones are anticipated to be a significant growth area for Taiwanese manufacturers, with opportunities mainly in the commercial and military sectors. The military market is particularly noted for its short product lifespans and rapid innovation.