By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year growth through February continue to point to strong structural demand, recent share price movements suggest that the market has begun to recalibrate expectations. The result is a growing divergence between backward-looking financial data and forward-looking capital market signals.

Taiwan inductor maker Tai-Tech has begun mass production at its Malaysia plant, targeting customers shifting supply chains away from China. The facility has secured a qualification from a US networking equipment provider, supporting new AI-related orders and expected volume growth from 2026.