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DigiTimes
AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26
The demand for AI servers is significantly driving the advanced printed circuit board (PCB) market in Taiwan, with expected production reaching NT$256.1 billion in the second quarter of 2026. This surge is prompting higher shipments but is also straining the supply of critical materials and resources necessary for PCB manufacturing. Such developments introduce new uncertainties into the industry as it adapts to changing conditions and increased competition in the AI market.
MonitorConfidence: HighShort term horizon
Published 24 Jun 2026, 04:21 UTC1 min read
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Summary
TL;DR
- AI server demand boosts Taiwan PCB output to NT$256.1 billion in 2Q26
- Increased shipments of advanced PCB products amid surging AI infrastructure needs
- Tightening supply of essential materials raises uncertainties for manufacturers
- Taiwan’s IC design sector reports significant growth amidst AI demand
- Global semiconductor market forecasted to reach US$1.5 trillion by 2026
Interesting facts
- Taiwan's PCB output signifies a critical component of global AI infrastructure
- The anticipated growth may affect global supply chains and pricing of semiconductors