The growth of the AI industry is attracting attention, and it is predicted that the three fields of cooling, networking, and MLCC (passive components) will experience explosive growth, with the possibility of Taiwan's supply chain being the biggest beneficiary.
Whether the AI wave is overheating has become a market focus. Ko Hongbin, the fund manager of Schroder Taiwan Active Small Cap Fund, pointed out that AI is not the dot-com bubble of 2000. At that time, the net profit margin of tech giants was only 10-15%, but now it has reached 30%, and they have strong cash flow, continuously increasing their capital expenditure (Capex). This shows that this is a 'Fourth Industrial Revolution' supported by substantial profits, with companies valued from thousands of billions to trillions of dollars. Schroder pointed out that cooling, networking, and MLCC (passive components) are expected to experience an explosive period next year, and Taiwan's supply chain is expected to be the biggest beneficiary.
FACT BOX
- Source: PR Times
- Category: Survey
FAQ
Why is the growth of the AI industry attracting attention?
The growth of the AI industry is attracting attention because it is predicted that the three fields of cooling, networking, and MLCC (passive components) will experience explosive growth as AI technology advances.
Why is there a possibility that Taiwan's supply chain will be the biggest beneficiary?
There is a possibility that Taiwan's supply chain will be the biggest beneficiary because it is predicted that the three fields of cooling, networking, and MLCC (passive components) will experience explosive growth as AI technology advances.
What impact will the growth of the AI industry bring?
The growth of the AI industry may bring significant growth to companies in the three fields of cooling, networking, and MLCC (passive components) as it is predicted that these fields will experience explosive growth.
What risks will the growth of the AI industry bring?
The growth of the AI industry may bring the risk of intensified competition among companies in the three fields of cooling, networking, and MLCC (passive components) as it is predicted that these fields will experience explosive growth.
What opportunities will the growth of the AI industry bring?
The growth of the AI industry may bring opportunities for significant growth to companies in the three fields of cooling, networking, and MLCC (passive components) as it is predicted that these fields will experience explosive growth. Additionally, new business opportunities may arise as AI technology advances.
