Taiwan launches "Ten Major AI Infrastructure Projects" to generate over $510 billion in economic value by 2040.

Taiwan launches "Ten Major AI Infrastructure Projects" to generate over $510 billion in economic value by 2040.

Taiwan has unveiled an ambitious plan to invest over T$15 trillion ($510 billion) in artificial intelligence (AI) infrastructure by 2040, positioning itself as a global leader in the technology sector. Premier Cho Jung-tai announced the "Ten Major AI Infrastructure Projects" initiative, which aims to leverage Taiwan's advanced information and communications technology (ICT) sector and world-leading semiconductor industry, led by TSMC, to become a "smart technology island" [1].

The initiative focuses on three strategic technologies: silicon photonics, quantum computing, and AI robotics. Taiwan aims to dominate the emerging silicon photonics market by aligning chip manufacturing with AI demands and plans to build a quantum technology industry chain to secure future competitiveness. AI robotics development will be bolstered through Taiwan’s robust hardware and ICT supply chains, with major industry support such as the Taiwan AI Robotics Industry Grand Alliance spearheaded by Foxconn Chairman Young Liu [1].

Additional projects include developing sovereign AI capabilities, building large-scale computing infrastructure, fostering regional AI growth, and integrating AI across industries. The government intends to attract more than T$100 billion ($3.08 billion) in venture capital to accelerate AI innovation and nurture global talent [1].

By 2040, Taiwan aims to create 500,000 new jobs and establish three world-class AI research labs, solidifying its role as a central hub for AI talent, investment, and technological breakthroughs. This strategic push underscores Taiwan’s bid to lead the next era of global AI development while capitalizing on its semiconductor dominance [1].

In the realm of AI stocks, Nvidia, Taiwan Semiconductor Manufacturing (TSMC), and Digital Realty Trust are among the top picks for investors seeking exposure to the AI revolution. Nvidia holds a 90% market share in data centers, while TSMC leads the chip manufacturing industry with continuous innovation. Digital Realty Trust focuses on building and renting out data centers to capture the massive data center buildout trend [2].

References:
[1] https://econotimes.com/Taiwan-Unveils-510-Billion-AI-Plan-to-Become-Global-Tech-Leader-by-2040-1716832
[2] https://www.ainvest.com/news/investing-ai-nvidia-taiwan-semiconductor-digital-realty-trust-lead-2507/