Apple Intelligence Rollout Could Lift Taiwan Tech Sector
Apple has unveiled the next generation of Apple Intelligence and a more capable Siri at its Worldwide Developers Conference (WWDC). Industry analysts say the new AI features could increase demand for computing power, benefiting Taiwanese companies
REPORTER:
Apple is making a revamped push into AI.
At its Worldwide Developers Conference, the company unveiled its next generation of Apple Intelligence—and a more capable Siri.
The upgraded assistant can search across apps, understand personal context, and complete tasks using stored information from a user's device.
REPORTER:
The move comes after criticism that Apple was falling behind rivals in the AI race.
Apple’s return to the AI spotlight could have effects far beyond Silicon Valley.
AI features require more computing power, creating demand throughout the technology supply chain.
And, industry analysts say this could benefit Taiwanese firms-- especially those involved in chip production, server manufacturing, and electronics assembly.
Cheng Shih-chia (CO-FOUNDER AND CHAIRMAN, IKALA):
If Apple, as a customer-facing platform
can further expand its AI computing capacity
then it all comes back
to the issue of computing power.
Whether it’s used by Gemini
or Apple Intelligence
all of that computing power
is built on tech made in Taiwan.
REPORTER:
Investors appeared to welcome the outlook, as Taiwan stocks opened higher at the start of the week.
TSMC and several Apple-linked suppliers, including Foxconn, Pegatron and Quanta — also posted gains.
REPORTER:
But analysts say markets remain cautious as they wait to see whether Apple’s latest AI strategy can translate into stronger product demand.
But for Taiwan’s tech sector, the launch is already being seen as another sign that the global AI boom has room to grow.
Klein Wang and Lily LaMattina for TaiwanPlus.
