AI demand fuels long-term growth for four Taiwanese tech firms

AI-driven demand is fueling growth in the tech sector, with several Taiwanese companies identified as long-term investment opportunities. This surge is driven by the rapid expansion of generative AI applications. Four Taiwanese companies, including Unimicron (3037), Goldenmax (2368), TUC (2383), and Parade Technologies (4966), are poised to benefit from increased demand for AI-related hardware. This includes PCBs, CCL materials, and high-speed connectivity solutions. The growth in AI is leading to increased capital expenditure by cloud service providers, and the market anticipates significant expansion in AI server and ASIC PCB markets. Investors are advised to consider the risks involved.