NuAxiSemiconductor trade intelligence
Taiwan semiconductor output to hit NT$9.1 trillion as TSIA urges stable power
What happened
The Taiwan Semiconductor Industry Association (TSIA) expects its members' total output to exceed NT$9.1 trillion (US$279.5 billion) in 2026, a 40.9% year-over-year increase, driven by growing AI semiconductor demand. TSIA chairman and TSMC deputy co-chief operating officer Cliff Hou also called for stable power supplies and voiced support for reassessing nuclear plant restarts, provided that regulations and safety requirements are met. The output figure is a forecast, not an achieved result.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
semiconductor
TSIA members
output_forecastAI_demandpower_supplynuclear_restart
Source and time
Source: DigiTimes Asia · 10/29/2026 · View original source
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