With the ongoing AI surge driving capacity expansions in Taiwan’s foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand to exceed 5GW by 2030, averaging an annual increase of roughly 1GW. Overall, Taipower is projecting a significant surge in system-wide electricity consumption from 2026 to 2035, with average annual growth more than double the pace during the past decade.

Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate capacity expansion.

Primax Electronics’ push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face pressure from currency and component costs.