Taiwan Semiconductor Industry Association: 2026 Output Value Expected to Exceed NT$9.1 Trillion, Calls for Stable Power Supply
nashnova research
TSIA projects member output will exceed NT$9.1 trillion (≈US$279.5 billion) in 2026, up 40.9% year-on-year on surging AI chip demand; the association has formally backed reassessing nuclear restarts for the first time, signaling that power is now the binding constraint on capacity growth.
Output up 40% — where is the money coming from?
Sustained AI semiconductor demand is expected to push TSIA member output past NT$9.1 trillion in 2026, roughly US$279.5 billion.
That is a 40.9% year-on-year increase. This means → the single-year gain alone equals about two-fifths of the entire 2025 output base.
In plain terms = the world's appetite for AI chips is pulling Taiwan's semiconductor output up at close to a "half-again-as-much-in-one-year" pace.
Not enough power — why is the association talking about nuclear?
TSIA chairman Hou Yongqing — also TSMC deputy co-COO — stated plainly: stable, sufficient electricity is the baseline requirement for maintaining operations and expanding capacity.
In 2026 the association's board and supervisory board formally approved a first-ever public endorsement of reassessing nuclear plant restarts, conditional on complete regulations and met safety standards.
This reflects a shift: semiconductor expansion is no longer just a question of equipment and capital — power supply is becoming the most immediate physical bottleneck.
From 57 members to 220 in thirty years — what has the association done?
TSIA launched in 1996 with 57 members and 4 committees; it now counts 220 members and 12 committees.
Combined member output grew from roughly NT$180 billion at founding to about NT$6.5 trillion by end-2025 — approximately a 36-fold increase over three decades.
Key milestones: joined the World Semiconductor Council (WSC) in 1999; hosted the WSC annual meeting in Taiwan in 2008, having successfully defended Taiwan's international seat through several rounds of geopolitical dispute.
From manufacturing to design to equipment and materials — how did coverage expand?
Under chairman Tsai Lih-Hsin, the association extended its industry representation from manufacturing into IC design.
Under chairman Mark Liu, TSIA partnered with authorities to establish semiconductor colleges at major universities, scaling up talent development.
Under chairman C.C. Wei, members unanimously agreed to stop using PFOS — perfluorooctane sulfonate, a persistent industrial chemical — in manufacturing processes.
A new Equipment Committee was formed in 2025, followed by a Materials Committee in 2026, rounding out supply-chain representation.
Global positioning — where does Taiwan rank now?
Taiwan currently holds the global No. 1 position in wafer fabrication and OSAT output, and No. 2 globally in IC design output.
Priority issues TSIA is advancing within the WSC framework include intellectual-property protection, energy, talent, and tariffs.
This means → the association's international agenda boils down to one thing: ensuring Taiwan's semiconductor industry is not structurally disadvantaged by global rule-setting.
Can the NT$9.1 trillion target be met — what is the biggest variable?
Whether the output target is reached on schedule depends most directly on the stability of power supply.
The progress of nuclear-restart assessments could become the next policy focal point for markets.
In plain terms = chip orders are not in short supply, and production lines are not the constraint — but if the grid cannot keep up, the capacity figure stays on paper.
市场有风险，内容仅供研究参考，不构成投资建议。