Atlas of AI Buildout

Atlas / Countries / Taiwan

Country

Taiwan

Data centre capacity, electricity and supply-chain position · ISO TW

3 TWhdata-centre electricity · 1.0% of national generation · grade B, Derived

Taiwan's data centres draw 3 TWh of electricity a year, which places it 15th of the 33 countries this atlas carries a figure for.

That is 1.0% of everything the country generates — around the 1.2% median across those countries.

Set against 0.4 GW of installed capacity, that implies a 90% load factor.

One metro is tracked here: Hsinchu, at 260 MW and operating.

Its strongest showing anywhere in the atlas is Silicon on the control basis, at #1 of 10.

17 suppliers are domiciled here, booking roughly $589bn between them; the largest is Foxconn (Hon Hai).

Its single strongest grip on the buildout is Foundry, where firms domiciled here hold 76% of global supply in a sub-layer weighted 0.98 for how hard it is to substitute.

About $4bn of AI infrastructure investment has been announced for Taiwan, though announced is not built — that figure is graded C.

National context

Electricity generation289 TWh A
Data-centre electricity3 TWh B
— as a share of generation1.0% B
Installed data-centre capacity0.4 GW B
Tracked metro capacity260 MW B
Announced investment$4bn C
Population23.3m A
GDP$920bn A

Where Taiwan ranks

The same tables read three ways. A country can lead one basis and be invisible on another, and that gap is the whole point of the atlas.

Tier Physicalassets here Ownershiprevenue booked Controlcould stop you
Silicon#2of 14#2of 9#1of 10
Memory & Storage#5of 7#5of 5#5of 5
Networking#3of 9—#5of 5
Systems & Facility#25of 54#1of 9#2of 9
Power & Grid#16of 77#12of 17—

Data centre metros (1)

Hsinchu — OperatingCo-located with the densest concentration of advanced logic capacity on earth.260 MW C

Supply positions

Share of each global sub-layer held by firms domiciled here, and how hard that sub-layer would be to substitute. Those two multiplied are what the control basis ranks on.

Silicon

Sub-layerShareSubstitutability
Design & IP3% B×0.85
Foundry76% A×0.98
Advanced packaging60% C×0.92
Wafers & materials15% C×0.75
Test & assembly45% C×0.45

Strongest single grip: Foundry — 76% × 0.98 substitutability weight.

Memory & Storage

Sub-layerShareSubstitutability
Controllers40% C×0.40

Strongest single grip: Controllers — 40% × 0.40 substitutability weight.

Networking

Sub-layerShareSubstitutability
Optics & transceivers5% B×0.70
Switch silicon6% C×0.90

Strongest single grip: Switch silicon — 6% × 0.90 substitutability weight.

Systems & Facility

Sub-layerShareSubstitutability
Rack integration & ODM76% B×0.80
Cooling & thermal20% C×0.65

Strongest single grip: Rack integration & ODM — 76% × 0.80 substitutability weight.

Suppliers domiciled here (17)

Foxconn (Hon Hai) — AI rack integrationSystems & Facility~40% of AI server rack assembly. The largest single position in the tier and the least discussed.$259bn
TSMC — Leading-edge foundry, CoWoSSilicon72.5% of foundry revenue in Q2 2026 and the dominant advanced-packaging supplier.$122bn
Quanta Computer — AI server ODMSystems & Facility~25–30% of AI rack assembly.$45bn
Wistron — AI server ODMSystems & Facility~8–10% of AI rack assembly.$30bn
ASE Technology — Packaging and testSiliconLargest independent OSAT.$20bn
Wiwynn — Hyperscale ODMSystems & FacilitySupplies a large share of hyperscale AI server procurement directly.$20bn
Inventec — AI server ODMSystems & Facility$18bn
MediaTek — SoCs, ASIC servicesSilicon$17bn
Delta Electronics — Thermal, power conversionSystems & Facility$13bn
Delta Electronics — Power electronics, DC powerPower & GridLarge position in data-centre power conversion.$13bn
Pegatron — Server ODMSystems & Facility$12bn
UMC — Mature-node foundrySilicon$7bn
GlobalWafers — Silicon wafersSilicon$6bn
Phison — Storage controllersMemory & Storage$2bn
Nanya Technology — DRAMMemory & Storage$2bn
Winbond — Specialty memoryMemory & Storage$2bn
Silicon Motion — Storage controllersMemory & Storage$1bn

Revenue is the group or segment figure closest to each tier's perimeter. Segment boundaries differ between issuers, so treat the split as indicative.

Open Taiwan in the interactive atlas →

Every figure here is computed from the same tables the atlas reads, and is downloadable as CSV. Think something is wrong? Tell me — corrections are more useful than compliments.

Related findings

Other countries

All countries →