Taiwan Listed Companies' H1 Pre-Tax Profits Hit 10-Year High, Driven by AI Server Demand
Nashnova编辑部
Taiwan's listed companies nearly doubled pretax profits in H1, up 92.88% year-on-year, while OTC firms surged 153% — both decade highs fueled by global demand for Taiwan-made AI servers.
How big are these numbers?
Listed companies posted NT$3.68 trillion in H1 pretax profit, up NT$1.77 trillion year-on-year — a 92.88% jump.
This means → listed firms earned almost twice what they made in the same period last year.
OTC companies hit NT$288.8 billion, up 153.33%. In plain terms = for every dollar earned last year, they earned two-and-a-half this year.
What about the top line?
Listed-company revenue reached NT$27.43 trillion (roughly US$861.2 billion), up 32.83% year-on-year.
OTC revenue rose to NT$1.80 trillion, up 24.31%.
This reflects a key gap: profit grew far faster than revenue — margins expanded because the product mix shifted toward high-margin goods, not just higher volumes.
Which sectors drove the surge?
Taiwan's Financial Supervisory Commission named three: semiconductors, electronic components, and computers & peripherals, in that order of profit contribution.
Chipmakers benefited from leading-edge process technology and diversified supply chains. This means → advanced-node orders at firms like TSMC are directly lifting the profit line.
Electronic-component and computer-peripheral makers rode the same wave: global cloud giants are scaling up AI infrastructure, and Taiwan's supply chain is the core vendor.
What does this signal for investors?
AI servers and high-performance computing (HPC) demand are the single biggest driver behind this profit surge.
In plain terms = global tech giants are pouring money into AI data centers, and Taiwan's semiconductor and electronics firms are the most direct "picks-and-shovels" play.
This signals that Taiwan's position in the global AI hardware supply chain is still accelerating, not peaking — as long as AI infrastructure spending holds, this profit trajectory has support.
Content is for reference only, not financial advice.