AI Wave: MIC Estimates Taiwan's Semiconductor Output Value to Hit Record NT$7.1 Trillion This Year
Due to strong demand for artificial intelligence (AI), MIC projects Taiwan's semiconductor industry output value to reach a record-high NT$7.1 trillion this year. Industry consultant Peng Mao-rong emphasized Taiwan's irreplaceable position in wafer foundries and advanced packaging, noting that the semiconductor industry will maintain mid-to-long-term growth momentum as AI applications deepen.
📋 Article Processing Timeline
- 📰 Published: April 28, 2026 at 21:01
- 🔍 Collected: April 28, 2026 at 21:32 (30 min after Published)
- 🤖 AI Analyzed: April 28, 2026 at 21:34 (2 min after Collected)
Central News Agency
(Central News Agency reporter Zhao Min-ya, Taipei, 28th) Benefiting from the strong growth in artificial intelligence (AI) demand, MIC, the Institute for Information Industry, pointed out that Taiwan's semiconductor industry output value will reach a new historical high this year, estimated at NT$7.1 trillion. MIC industry consultant Peng Mao-rong stated that Taiwan holds an irreplaceable position in wafer foundries and advanced packaging. As AI applications continue to deepen towards agent-based AI and physical AI, the semiconductor industry will maintain its mid-to-long-term growth momentum.
MIC, the Institute for Information Industry, will host the '2026 MIC FORUM Spring Smart Mobility New Order Seminar' from the 28th to the 30th, releasing semiconductor industry trend forecasts.
MIC stated that, looking at the global semiconductor market development, AI is driving the global semiconductor industry into a new round of structural growth. It is estimated that the global market size will exceed US$1 trillion earlier this year, and even has the opportunity to challenge US$1.3 trillion. Regarding Taiwan's semiconductor industry, MIC pointed out that strong AI demand growth will push Taiwan's semiconductor industry output value to a new historical high this year, estimated at NT$7.1 trillion.
Peng Mao-rong analyzed that the industry will be led by the manufacturing side, with the design side showing divergence. This is mainly due to the continuous expansion of AI computing demand, which drives the simultaneous growth of advanced processes and advanced packaging demand. Wafer foundry output value is estimated to reach NT$4.6 trillion; IC packaging and testing output value is expected to reach NT$778.7 billion, and memory prices and volumes will both rise.
Peng Mao-rong pointed out that in terms of IC design, due to the limited recovery in demand for consumer electronics, coupled with tight supply of some memory, which increases terminal costs and suppresses end-user purchasing intent, it will affect the order intake and revenue performance of some IC design companies.
As for the changes in production capacity distribution of Taiwanese semiconductor manufacturers, MIC analyzed that Taiwan will still be the main production base this year, accounting for 83% of capacity. Overseas, China accounts for 10%, Singapore and Japan each account for 3%, and the United States accounts for about 1%. Looking ahead to 2030, Taiwan will still be the first mass production site for advanced processes, with capacity estimated to account for 79%. China will account for 8%, Japan 5%, Singapore 4%, the United States 3%, and Germany 1%.
Peng Mao-rong pointed out that geopolitical and industrial policies are accelerating the restructuring of semiconductor division of labor, forming a pattern of 'design in the United States, manufacturing in Asia.' Among these, Taiwan's irreplaceable position in wafer foundries and advanced packaging has made it an indispensable core node in the global AI supply chain.
Peng Mao-rong stated that as AI applications continue to deepen towards agent-based AI and physical AI, the mid-to-long-term growth momentum of the semiconductor industry remains unchanged. The key to Taiwan's semiconductor industry moving to the next stage of development will be how to consolidate its technological advantages while strengthening talent cultivation and continuously improving industry resilience. (Edited by Lin Shu-yuan) 1150428
Choose to stand with facts, every sponsorship you make is the power to protect press freedom.
Download the Central News Agency 'First-Hand News' APP to stay updated with the latest news.
The text, images, and audio-visual content on this website may not be reproduced, broadcast, transmitted, or utilized without authorization.
(Central News Agency reporter Zhao Min-ya, Taipei, 28th) Benefiting from the strong growth in artificial intelligence (AI) demand, MIC, the Institute for Information Industry, pointed out that Taiwan's semiconductor industry output value will reach a new historical high this year, estimated at NT$7.1 trillion. MIC industry consultant Peng Mao-rong stated that Taiwan holds an irreplaceable position in wafer foundries and advanced packaging. As AI applications continue to deepen towards agent-based AI and physical AI, the semiconductor industry will maintain its mid-to-long-term growth momentum.
MIC, the Institute for Information Industry, will host the '2026 MIC FORUM Spring Smart Mobility New Order Seminar' from the 28th to the 30th, releasing semiconductor industry trend forecasts.
MIC stated that, looking at the global semiconductor market development, AI is driving the global semiconductor industry into a new round of structural growth. It is estimated that the global market size will exceed US$1 trillion earlier this year, and even has the opportunity to challenge US$1.3 trillion. Regarding Taiwan's semiconductor industry, MIC pointed out that strong AI demand growth will push Taiwan's semiconductor industry output value to a new historical high this year, estimated at NT$7.1 trillion.
Peng Mao-rong analyzed that the industry will be led by the manufacturing side, with the design side showing divergence. This is mainly due to the continuous expansion of AI computing demand, which drives the simultaneous growth of advanced processes and advanced packaging demand. Wafer foundry output value is estimated to reach NT$4.6 trillion; IC packaging and testing output value is expected to reach NT$778.7 billion, and memory prices and volumes will both rise.
Peng Mao-rong pointed out that in terms of IC design, due to the limited recovery in demand for consumer electronics, coupled with tight supply of some memory, which increases terminal costs and suppresses end-user purchasing intent, it will affect the order intake and revenue performance of some IC design companies.
As for the changes in production capacity distribution of Taiwanese semiconductor manufacturers, MIC analyzed that Taiwan will still be the main production base this year, accounting for 83% of capacity. Overseas, China accounts for 10%, Singapore and Japan each account for 3%, and the United States accounts for about 1%. Looking ahead to 2030, Taiwan will still be the first mass production site for advanced processes, with capacity estimated to account for 79%. China will account for 8%, Japan 5%, Singapore 4%, the United States 3%, and Germany 1%.
Peng Mao-rong pointed out that geopolitical and industrial policies are accelerating the restructuring of semiconductor division of labor, forming a pattern of 'design in the United States, manufacturing in Asia.' Among these, Taiwan's irreplaceable position in wafer foundries and advanced packaging has made it an indispensable core node in the global AI supply chain.
Peng Mao-rong stated that as AI applications continue to deepen towards agent-based AI and physical AI, the mid-to-long-term growth momentum of the semiconductor industry remains unchanged. The key to Taiwan's semiconductor industry moving to the next stage of development will be how to consolidate its technological advantages while strengthening talent cultivation and continuously improving industry resilience. (Edited by Lin Shu-yuan) 1150428
Choose to stand with facts, every sponsorship you make is the power to protect press freedom.
Download the Central News Agency 'First-Hand News' APP to stay updated with the latest news.
The text, images, and audio-visual content on this website may not be reproduced, broadcast, transmitted, or utilized without authorization.