Taiwan analyst warns AI data-center construction delays could pose risks from 2028
Chen Tzu-ang, a senior technology industry consultant at Taiwan’s Market Intelligence & Consulting Institute, said delays in AI data-center construction could affect Taiwanese suppliers from 2028. Citing senior Foxconn and Quanta Computer executives, he said 2027 construction permits were already issued and next year’s orders and capacity were full. He identified server manufacturers as vulnerable to inventory adjustments, while forecasting relatively limited effects on core foundry and advanced packaging operations.