Scrutica
Full access. Home to TSMC, which manufactures the majority of advanced AI chips.
Country-level aggregation: 13 facilities, 803 organizations, 2321 supply chain edges. Export control tier: Full. 1 sovereign AI program.
What Taiwan can build, what it depends on imports for, and which export control regimes constrain its access to frontier hardware.
Compute Posture
Taiwan has 13 tracked facilities, 41 MW aggregate power capacity, 22,224 AI accelerators, with unrestricted access to frontier AI hardware. 1 sovereign AI program with $6.2B announced. Supply chain footprint: 2321 relationships (1077 as supplier, 1519 as customer).
Structural Note
Export control exposure: 10 BIS Entity List designations targeting entities in Taiwan. Supply chain partners face procurement constraints through association.
| Name | Type | Status | Power (MW) | GPUs | Owner |
|---|---|---|---|---|---|
| Foxconn Big Innovation Cloud AI factory | ai training | announced | 26 | 10,000 | Foxconn |
Full import access. TSMC fabricates the chips domestically.
TSMC: world's most advanced foundry (3nm, 2nm). Manufactures ~92% of advanced logic by revenue.
| Name | Type | Market Cap |
|---|---|---|
| TSMC | fab operator | $1.5T |
| Po Cherng Investment Co., Ltd. | other | -- |
| JPMorgan (Taiwan) Taiwan Advantage Fund | other | -- |
| Foxconn Hon Hai Kaohsiung Supercomputer |
| ai training |
| announced |
| 11 |
| 4,608 |
| Foxconn |
| Ubilink.AI Supercomputer | ai training | operational | 2 | 2,048 | Ubilink Ai |
| Taiwania 2 | ai training | operational | 1 | 4,032 | National Applied Research Laboratories Taiwan |
| NVIDIA Taipei-1 | ai training | operational | 1 | 1,536 | Nvidia |
| CHT Taipei Banqiao IDC | colocation | operational | -- | -- | Chunghwa Telecom Co., Ltd. |
| NHRI Taiwan Supercomputer (NHRI-1) | ai training | announced | -- | -- | National Health Research Institutes Taiwan |
| AWS Asia Pacific (Taipei) | hyperscale dc | operational | -- | -- | Amazon.com, Inc. (AWS) |
| GCP Asia East 1 | hyperscale dc | operational | -- | -- |
| Chief LY Building Taipei | colocation | operational | -- | -- | Chief Telecom Inc. |
| Chief HD Building Taipei | colocation | operational | -- | -- | Chief Telecom Inc. |
| 中華電信IDC台中黎明機房 | hyperscale dc | operational | -- | -- |
| TSMC Fab 18 | logic fab | operational | -- | -- | TSMC |
Binding layer: GPU Design (NVIDIA (US, EAR)). US entity, directly subject to Export Administration Regulations
| Formosa Industrial Computing, Inc. |
| other |
| -- |
| Hon Technologies | equipment maker | -- |
| Taiwan ASMO Corp. | other | -- |
| Niko Semiconductor Co., Ltd. | chip designer | -- |
| Orient Semiconductor Electronics Ltd. | chip designer | -- |
| Advanced Semiconductor Engineering, Inc. | chip designer | -- |
| Seagate Technology Taiwan Ltd. | other | -- |
| Cathay US PHLX Semiconductor Sector ETF | other | -- |
| Yuanta STOXX Global Artificial Intelligence ETF | other | -- |
| FSITC Global Artificial Intelligence Fund | other | -- |
| Fubon ICE FactSet Taiwan Core Semiconductor ETF | other | -- |
| Realtek Semiconductor Corp. | chip designer | -- |
| Lite-On Semiconductor Corp. | chip designer | -- |
| Eaton Phoenixtec MMPL Co. Ltd. | other | -- |
| Weltrend Semiconductor, Inc. | chip designer | -- |
| Li Sheng Semiconductor Co. Ltd. | other | -- |
| CTBC Taiwan ESG Leading Semiconductor ETF | other | -- |
| Vanguard International Semiconductor Corp. | chip designer | -- |
| ThaiLin Semiconductor Corp. | chip designer | -- |
| Davicom Semiconductor, Inc. | chip designer | -- |
| Taiwan Pineapple Corp. | other | -- |
| Solar Applied Materials Technology Corp. | other | -- |
| Taiwan Semiconductor Co., Ltd. | equipment maker | -- |
| MStar Semiconductor, Inc. | chip designer | -- |
| Univision Semiconductor, Inc. | chip designer | -- |
| RDC Semiconductor Co., Ltd. | chip designer | -- |
| Photronics Semiconductor Mask Corp. | chip designer | -- |