Taiwan Premier Jung-tai Cho stressed the government’s commitment to industry in his remarks at the groundbreaking ceremony on February 10 for the Advanced Semiconductor R&D Base at the Industrial Technology Research Institute (ITRI), saying that Taiwan bears responsibilities to the global supply chain, and any pause in Taiwan’s industrial sector could disrupt supplies worldwide.

Inventory pressures across Taiwan’s networking equipment supply chain are beginning to ease, offering early signs of a cyclical recovery. Several major manufacturers, including Accton Technology, WNC Corporation, Sercomm, and Arcadyan, have reported January 2026 revenue figures, with Accton and WNC both posting record highs for the month.

After US President Donald Trump took office, he vigorously promoted the reshoring of the chip manufacturing supply chain, prompting some Taiwanese companies to shift the focus of their overseas expansion from previously favored new hubs in Southeast Asia to Arizona, where TSMC is located. Dr. Tien Wu, chief operating officer of ASE Technology Holding, said that the group’s future overseas manufacturing footprint will still center on Penang, Malaysia, with the Philippines and South Korea serving as complementary bases, targeting automotive and robotics orders from global IDM customers.