00:00Taiwan's top tech expo, Computex, is wrapping up on Friday, and AI infrastructure was put
00:06center stage as a critical layer in the AI ecosystem, notably highlighted by NVIDIA CEO
00:12Jensen Huang in his five-layer cake metaphor.
00:15Taiwan's tech supply chain has been riding the global AI boom, with revenues hitting
00:20record highs and the country's stock market surpassing India's to become the world's
00:25fifth largest. This comes as major U.S. cloud service providers, Google, Meta, Microsoft
00:31and Amazon commit to spending over 700 billion U.S. dollars, mostly for AI data centers and hardware build-outs.
01:13Many Taiwanese companies are at the center of the air infrastructure boom, designing and making the power computing, networking, cooling
01:22and other systems
01:23that form the industry's backbone. Delta Electronics, which consistently ranks as Taiwan's second largest
01:29company by market cap after TSMC, and one of the biggest beneficiaries of AI data center pros, is a major
01:36supplier of power solutions.
01:38It says it continues to focus on energy efficiency and stability amid AI data center expansion and growing constraints on
01:46grid capacity.
01:47The energy efficiency is the tax foundation used by AI
02:17AI servers, the powerful computers that run on the most advanced chips. Taiwan dominates about 90% of the global
02:24AI server market.
02:25And major supplier Wistron said the AI boom helped double its annual revenue to more than 70 billion U.S.
02:32dollars,
02:33driving its global expansion and efforts to speed up supply across borders and amid growing complexity.
02:39Our main customers, they are pretty much in the States. Sending the engineers, work with them together to speed up
02:46the cooperation becomes very, very important.
02:48This whole integration is really trying to optimize the manufacturing efficiency and improve the quality.
02:56Servers handling intensive tasks like training and running AI models put out a lot of heat.
03:02That is where Taiwan's leading thermal solutions providers like Asia Vital Components come in.
03:08They keep everything cool and help data centers run efficiently. A spokesperson from the company says,
03:14demand continues to outpace supply.
03:37While the market opportunity is massive, experts say that sustainable growth will depend on the adoption and prevalence of AI.
03:45Because if you can't grow, you can't grow, you won't be able to grow.
03:50You won't be able to grow. You won't be able to grow.
03:51The infrastructure is a little bit like a roadway.
03:53For example, if you think a lot of people need to use a roadway,
03:56so we can go to the roadway to build the infrastructure.
03:58But if you have to grow, you will have to be able to grow.
04:01Regardless of which models win the global AI race or what innovations emerge,
04:06every data center depends on physical components.
04:09As the old saying goes, in a gold rush, sales shuffles, Taiwan's tech hardware suppliers are happy to oblige.
04:17Yunduan and IT in Taipei for Taiwan Plus
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