🇹🇼 Taiwan: AI money in and out
Taiwan sent $18.4B and received $11.6B in AI deals since Nov 2024. Main players: TSMC, Foxconn, MediaTek, AWS Taiwan. Full deal list. Updated Nov 9, 2026.
Companies
TSMC
Foxconn
MediaTek
AWS TaiwanFlows with other countries
- 🇹🇼 Taiwan → 🇯🇵 Japan$17B
- 🇺🇸 United States → 🇹🇼 Taiwan$11.6B
- 🇹🇼 Taiwan → 🇺🇸 United States$1.4B
Deals involving Taiwan
TSMC will shift its second Kumamoto fab to 3nm AI chips, with about $17bn of investment (vs $12.2bn for 6-12nm); Tokyo is weighing more aid.
MediaTek reportedly won Google's TPU v7e/v8e orders and asked TSMC for a sevenfold CoWoS increase; it expects $2bn of cloud ASIC revenue in Q4 2026 alone.
OpenAI and Foxconn will co-design several generations of data-center racks built in the US; OpenAI gets early access and an option to buy. Foxconn already makes Stargate gear in Lordstown, Ohio.
Hon Hai's board approved NT$42bn for a supercomputing center with 10,000 Nvidia GB300 chips (27MW first phase), online in H1 2026.
AWS launched its Taipei cloud region and pledged over $5bn to build and run data centers; customers include TSMC.
Nvidia will produce up to $500bn of AI infrastructure in the US over four years: Blackwell wafers at TSMC Arizona, packaging by Amkor and SPIL, servers by Foxconn in Houston and Wistron in Dallas.
The Commerce Department finalizes $6.6 billion in direct grants (plus up to $5 billion in loans) for TSMC's fabs in Arizona, where 2 nm chips will also be made.