TEL sees AI-driven packaging, memory demand reshaping Taiwan strategy

DIGITIMESSeptember 5, 2026en

Tokyo Electron's Taiwan president said AI is pushing semiconductor demand into new areas, with advanced packaging, DRAM, high-bandwidth memory, and NAND flash all gaining momentum. He said Taiwan remains central to the industry's supply chain, and TEL plans to deepen local technology, service, and research ties.

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