Rush for AI chips a boon for VanguardAT HIGH CAPACITY: Three-month order visibility on stable customer demand would push factory utilization to between 80 and 85 percent, Vanguard’s president saidBy Lisa Wang / Staff reporterFoundry service provider Vanguard International Semiconductor Corp (世界先進) yesterday said it is unable to fully satisfy surging demand for chips used in artificial intelligence (AI) servers and data centers, amid an AI infrastructure investment boom that is crowding out production of less advanced chips. Vanguard International Semiconductor Corp chairman Fang Leuh attends a news conference at the chipmaker’s headquarters in Hsinchu City on June 5, 2024. Vanguard also expects wafer shipments this quarter to grow about 3 percent sequentially, thanks to rising inventory buildup demand for chips used in TVs and e-paper displays. Vanguard reported net quarterly profit growth of 2.6 percent for last quarter to NT$1.75 billion from NT$1.7 billion in the third quarter. Last year as a whole, net profit grew 12.2 percent to NT$7.91 billion from NT$7.05 billion in 2024, with earning per share rising to NT$4.22 from NT$4.16.

Source: Taipei Times February 03, 2026 16:32 UTC