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.

Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP) markets has kept orders for high-end test interfaces robust, supporting continued year-over-year revenue growth in February 2026.

Catcher said products for new customers will gradually enter mass production starting in the second quarter of 2026, with full-year revenue contributions potentially reaching double-digit percentages, even as memory prices rise and the tight supply of key components persists in the short term.

Two of China’s leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However, their profitability trajectories diverged, reflecting different stages of commercialization and investment intensity.