According to Chinatimes, HSBC Investment Managers hosted an investment seminar on November 10 as part of the Taiwan Weeks initiative, discussing how active ETFs can help investors capitalize on AI-driven opportunities in Taiwan's tech supply chain.

HSBC Investment Manager Wei Yin-ru noted that U.S. cloud providers are projected to increase capital expenditure by 77% in 2026 and 33% more in 2027, reflecting sustained AI infrastructure investment. Taiwan's semiconductor and advanced packaging sectors stand to benefit, with opportunities extending to PCB, power management, and high-speed transmission components, as well as power infrastructure and cooling technologies supporting AI data centers.

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