Taiwan, China Information Technology Report - 2025

Abstract

The core scenario for the IT market in Taiwan, China is that growth will outpace GDP throughout the medium-term forecast period due to the buoyant investment climate around AI, including foundational digital infrastructure and model and solution innovation. The local IT industry will play an important role globally in the AI ecosystem as the principal production centre for leading-edge semiconductors, as well as being a key exporter of AI-optimised GPU servers. Global economic and security risks pose a downside threat; however, the strategic value of AI to governments and companies means we expect investment to be relatively resilient.