Geopolitics fuel hard demand for Taiwan’s upstream semiconductor materials

Daxin Materials Corp. will convene its annual general meeting on May 14, with its business report underscoring a key industry transition. While mature semiconductor process nodes remain in an inventory correction phase, surging demand for advanced nodes—fueled by AI and high-performance computing (HPC)—combined with escalating geopolitical tensions and trade friction, is driving stronger demand for competitive, locally produced upstream materials.

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