TAIPEI (Taiwan News) — Taiwan can use its chipmaking strengths to respond to growing global tech competition, Market Intelligence and Consulting Institute industry consultant Sagitta Pan (潘建光) said Tuesday.

Speaking at the institute’s spring forum, Pan said tech geopolitics is reshaping the semiconductor industry. He said it is also increasing demand for resilient satellite communications.

Pan said countries are increasingly competing to control their own AI technology, chips, and infrastructure. He said this shift is changing global chip supply chains and information technology markets.

Pan said the US is leading global investment in AI computing. He said this has boosted semiconductor demand and changed trade in information technology products.

“The US share of the global semiconductor market surpassed China’s in 2024 and continued to rise,” Pan said. He said Taiwan and Mexico have benefited from US technology controls on China.

Pan said Taiwan accounted for 38.5% of US information technology product imports in 2025. He said this showed Taiwan’s growing role in shifting global supply chains.

Pan said the US, China, Europe, and Japan are all trying to localize semiconductor production. He said Taiwan and South Korea can use their strengths in advanced processes and memory chips to manage both competition and cooperation.

Looking ahead, Pan said AI computing infrastructure will likely drive semiconductor growth from 2028 to 2030. He said broader AI applications, including robots and self-driving vehicles, could create a second wave of growth after 2032 or 2035.

The forum also highlighted satellite communications as a growing part of resilient networks. MIC senior industry analyst Tzeng Chiau-ling (曾巧靈) said countries are investing in low Earth orbit satellites, multi-orbit systems, and backup communications.

Tzeng said these systems can help keep networks running during disasters or conflicts. She said resilient communications have become a key issue for governments and technology companies.

Tzeng said Taiwan does not yet have the technology needed to build its own satellite system in the short term. She said Taiwan can work with international satellite operators while strengthening emerging technologies.

She said this approach could help Taiwan expand in the global resilient communications market. She added that cooperation would be important as countries build more secure and reliable networks.