Taiwan Data Center Market Projected to Hit US$5.72 Billion by 2031
Yahoo Finance ·
The Taiwan data center market is forecast to expand from US$1.97 billion in 2025 to US$5.72 billion by 2031, registering a compound annual growth rate of 19.44 percent. This trajectory is propelled by accelerating cloud adoption, artificial intelligence workloads, and hyperscale investments. Taipei continues to anchor this expansion as a prime hub. Key developments include Meta joining a major submarine cable initiative in October 2025, and the government committing roughly US$28.7 billion through 2030 toward its net-zero transition goals. Global cloud giants are scaling up operations, highlighted by Amazon Web Services launching a Taipei region in June 2025 backed by a US$5 billion investment commitment. Meanwhile, hardware leaders like Foxconn are advancing artificial intelligence infrastructure using advanced NVIDIA platforms, driving a surge in high-density computing and liquid cooling solutions across the region.
AI 시장 분석
Taiwan's data center market is projected to grow from $1.97 billion in 2025 to $5.72 billion in 2031 at a CAGR of 19.44%. Investments in cloud, AI workloads, submarine cables, and liquid cooling technologies are driving market expansion. Investors should focus on the beneficiaries among related infrastructure and technology suppliers.
상승 영향
- AI — The adoption of NVIDIA GB300 GPUs and high-density computing infrastructure is accelerating in Taiwan's data center market, causing a surge in demand for related semiconductors and servers.
- Semiconductors — Semiconductor manufacturers in Taiwan directly benefit from increased demand for high-performance computing devices and networking equipment driven by cloud and AI data center expansion.
DYAX 전담 분석
The rapid growth of Taiwan's data center market directly leads to improved earnings for related hardware and infrastructure companies due to expanding AI and cloud demand. AWS's $5 billion investment and the adoption of liquid cooling technology are direct positives for related equipment suppliers.
The bull scenario is a surge in earnings for related companies driven by sustained AI demand, while the bear scenario involves power supply disruptions or a global economic slowdown. Key monitoring indicators are data center power consumption in Taiwan and AI server shipments.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 41% · Bearish (Short) 59%
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