Stop Watching Stock Market Red and Green Every Day! Tung Tzu-hsien Reveals He Checks Stocks Only Once Every Two Weeks: AI Will Never Bubble

Taiwan's stock market has recently plunged sharply, unnerving investors. Although it stabilized and turned positive during trading today (30th), it was pressured downward again toward the close, ultimately closing down 105 points at 39,933, failing once again to hold the 40,000-point mark. In response, Taipei Computer Association Honorary Chairman and Pegatron Chairman Tung Tzu-hsien stated in an interview that "in the long term, AI will absolutely not bubble." He urged investors to stop obsessing over the daily red-and-green stock movements and instead focus on the long-term health of Taiwan's industries.

Tung attended the opening of the AI WAVE SHOW today. Regarding the recent sharp market volatility, he joked, "I only check the stock market once every two weeks." Within two weeks, prices may rise and fall multiple times. Two years ago, the Taiwan stock index was still around the 20,000-point level, yet today’s fluctuations mostly occur between 40,000 and 45,000 points. Tung emphasized that industrial performance and the stock market are not perfectly aligned. "Rather than watching the red and green flicker like Christmas tree lights every day," what truly matters is whether Taiwan's industries remain healthy and structurally sound in the long run. "The stock market is turbulent—investors must each proceed with caution." Taiwan's robust industrial foundation, he stressed, is the true bedrock of the economy.

Will AI really bubble? Tung referenced the 2000 dot-com bubble, noting that although the market underwent a severe correction, this did not mean the internet was unimportant or incapable of becoming a core industry. Today, people's lives are inseparable from the internet, proving that truly valuable technologies will ultimately be embraced by the market.

Tung pointed out that AI development is no different. In ten years, digital products without AI functionality may become obsolete, much like phones that cannot connect to the internet today. "Therefore, AI will absolutely not bubble." However, he also cautioned that this does not mean every AI company will succeed. Just as there were 100 internet companies in 2000, how many remain today? This is the reality of market elimination.

Is Taiwan's supply chain only about chips? Tung noted that the AI wave has not only driven chip demand but also revealed Taiwan's comprehensive electronics supply chain, including fiberglass, quartz materials, copper-clad laminates (CCL), substrates, heat sinks, passive components, enclosures, and printed circuit boards.

Tung stated that Taiwan's supply chain previously served mainly PCs, laptops, and smartphones. However, with the surge in AI server demand, Taiwan's industries have undergone a comprehensive upgrade, with specifications, precision, and volume all significantly increasing. This transformation is turning Taiwan's former "national fortress mountain"—a metaphor for its semiconductor dominance—into a broader "national fortress range," reflecting a more complete and resilient industrial ecosystem.