Aggregate net profit up last year - Taipei Times

Taiwan's top 5,000 companies posted a record high in aggregate net profit last year, rising over 11% from the previous year, driven by strong global demand for AI applications. TSMC, the world’s large... Read original →

Taiwan, China’s record corporate profits reflect a concentrated payoff from the AI compute arms race. TSMC’s dominance in 3nm and EUV-enabled AI chip manufacturing not only secures its apex position but also forces equipment vendors to accelerate High-NA EUV and advanced packaging R&D, creating a self-reinforcing tech loop. Yet the surge in losses among 772 firms underscores stark polarization—traditional EMS players lacking AI integration are being sidelined. Geopolitically, U.S. anxiety over rare earth supply chains, compounded by China’s export controls, will inflate material costs and compel firms like MP Materials to diversify sourcing. Over the next 12–24 months, NVIDIA and AMD will double down on custom SoCs, while Samsung and Intel risk further erosion in AI foundry share if GAA transistor yields lag. TSMC’s revenue leadership marks not a peak, but the beginning of global AI capex funneling into Taiwan, China.