After the AI Bubble, the Next Baton Is 'Quantum'! Quanta, Wistron, Kinpo Quietly Position Themselves—Are Profits Scarier Than Semiconductors?

Summary

Riding the AI wave, Taiwan's semiconductor industry has seen unprecedented growth, with SEMICON Taiwan reaching record scale this year. Xie Jinhe, chairman of Caisin Media Group, points out that if AI bubbles or matures, Taiwan's next big opportunity will be 'quantum science,' noting that companies like Quanta, Wistron, and Kinpo are quietly positioning themselves in quantum technology.