AI's power crunch hits Taiwan: foundry capacity tightens, chip prices climb into 2H26

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AI's power crunch hits Taiwan: foundry capacity tightens, chip prices climb into 2H26

AI data centres are becoming a new stress point for the global power and semiconductor supply chain. As facilities shift towards megawatt-scale architectures, demand is rising for power semiconductors, battery backup systems, liquid cooling, grid capacity and low-carbon electricity.

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