
AI-generated summary
With the explosion of AI computing power triggering hardware architecture innovation, Taiwan's PCB industry has taken off rapidly, ushering in a boom that is rare in a century.
The largest PCB exhibition - TPCA Show will be on October 20th. (Taken from the official website)
[Reporter Zhuo Yijun/Taipei Report] With the explosion of AI computing power triggering hardware architecture innovation, Taiwan's PCB industry has taken off rapidly, ushering in a boom that is rare in a century. The Taiwan Circuit Board Association (TPCA) annual event "The 27th Taiwan Circuit Board Industry International Exhibition (TPCA Show)" 2026)" will be held at the Nangang Exhibition Center Hall 1 from October 20 to 22. The scale has reached a record high. Heavyweights in Taiwan's PCB industry have gathered together, including Chairman of Xinxing Jian Shanjie, Chairman of Zhending Group Shen Qingfang, TPCA Chairman Zhang Yuanming (Chairman of Yaohua), Lianmao Chairman Chen Jincai, Chisheng General Manager Liang Youwen and others will express their latest developments and prospects for the PCB industry.
TPCA stated that this year’s TPCA Show brings together more than 680 international brands and more than 1,840 booths, and is expected to attract 70,000 professional buyers from around the world to present the best solutions of “AI × PCB × advanced packaging” in an all-round way. The opening ceremony and keynote speech on the first day of the exhibition was given by Xinxing Chairman and Chief Strategy Officer Jian Shanjie, with the theme "Taiwan PCB Industry in the Era of Heterogeneous Integration: From Supply Chain to Ecosystem", revealing the transformation and layout blueprint of Taiwanese manufacturers in the AI era.
Please read on...
The Leaders Summit also has a strong lineup, with Phison Chief Technology Officer Lin Wei, Xinxing Executive General Manager Lan Ting, Zhisheng General Manager Liang Youwen and Prismark Managing Partner Jiang Xugao sharing the stage to directly address the industry opportunities and challenges under the demand for AI. The AI Empowerment and Global Layout Trend Forum invites representatives from key major manufacturers in the AI supply chain, including Zhiding Technology Group, Qinnuo Di Electronics and American Kelei, to discuss technology development and global layout under the AI trend. Lin Dinghao, deputy general manager of R&D at Jingshuo, will give a lecture on the application analysis of advanced packaging glass materials.
This year's eight major exhibition areas completely connect the industrial chain, covering carrier board and high-end circuit board manufacturing, high-quality new materials and chemicals, dry and wet process equipment, intelligent solutions, testing equipment, electronic assembly, SMT smart production and green technology. This year, in response to global market demand, an "Advanced Packaging Theme Zone" is specially planned.
Grasp the economic pulse with one hand. Click here to subscribe to Free Finance Youtube channel
AI outlook — possibilities, not facts
TPCA Show 2026 will attract 70,000 professional buyers from around the world
Likely · Within weeks
Taiwan PCB industry will continue to benefit from heterogeneous integration needs in the AI era
Likely · Within months

Hong Kong will host the Apec finance ministers' meeting on October 20-21 at the Convention and Exhibition Centre in Wan Chai, marking the first time the city hosts the event. Finance Secretary Paul Chan Mo-po said the meeting will focus on fiscal policies supporting livelihoods, digital infrastructure financing, inclusive finance and young financial talent, highlighting Hong Kong's role as an international financial centre and reflecting central government's support for the city. About 500 guests, including finance ministers and senior officials from Apec's 21 member economies, are expected to attend.

Taiwan stocks have risen strongly recently, approaching the 50,000-point mark, mainly due to lower-than-expected U.S. non-farm employment data, dovish comments from Federal Reserve officials, lowering expectations for another FOMC interest rate hike at the end of October, coupled with the strong growth momentum of the AI industry and the early return of funds to risky assets. The article pointed out that although the short-term may be volatile, the mid- to long-term trend is still positive, and it is recommended that investors deploy AI computing power and semiconductor supply chain-related groups in batches.

U.S. retail sales increased by 1.2% monthly in August, showing solid consumption momentum; the job market cooled down in September after a strong rebound in August, with only 29,000 new jobs added, and the unemployment rate rose to 4.2%. Driven by rising gasoline prices, CPI increased by 0.4% in August. AI chip power consumption is rising rapidly, and the power consumption of a single cabinet may exceed 1 million watts, driving demand for liquid cooling. Supervision upgrades have promoted computing power protection, and data center power supply has become a new test. Taiwan stocks focus on the three main lines of hardware, software and non-AI, and it is recommended to keep cash and wait for a pullback.

The number of non-farm payrolls in the United States increased by only 29,000 in September, far lower than expected, and the unemployment rate edged up to 4.2%, indicating a cooling of the labor market. This data has reduced market expectations for the Federal Reserve to raise interest rates in October, but inflation is still above the target, so suspense about raising interest rates before the end of the year still exists. Market focus has turned to follow-up inflation data to determine the direction of policy.

Investment institutions pointed out that Taiwan's stock market has increased by 70.26% this year, ranking fourth in the world and first in Asia. Although in the short term due to the accumulation of chips and the weakening willingness to chase prices, it is expected that the trend of AI will remain volatile from October to November. However, the trend of AI has not changed. There is no need to be pessimistic in the long term. Individual stocks are expected to perform better than the market. It is recommended to pay attention to investment opportunities such as AI supply chains and high-dividend groups.

Benefiting from the expansion of demand for infrastructure such as AI servers, high-speed network communications and memory, Taiwan's copper foil substrate manufacturers have benefited from strong demand for high-multilayer boards and low-loss PCB boards, and the market has seen both volume and price growth. Taiwan Optoelectronics has earned more than one equity share each quarter for six consecutive quarters. In the first half of the year, EPS reached 42.46 yuan. Revenue in the first nine months increased by 103.69% year-on-year. Taiyao, Lianmao, and Tenghui-KY all achieved new highs in revenue, and the price increase of copper foil substrates is expected to continue until 2027.