Semiconductor Insider(@SemiconductorsX):Taiwan Microsoft GM Bian Zhi-xiang at DevDays Asia 2026 said 👇 AI compute demand will stay above supply for the next two to three years. Taiwan sites will go from two data centers to four. Services already grew from about 70 to more than 200. He called Taiwan a “hero site” with a 3+1 setup that ties into the rest of Asia and the global network. The market is optimistic that Microsoft will continue to expand its AI server deployment, and its partners such as Foxconn, Quanta, and Wistron are expected to benefit. $MSFT

2026.09.21 18:25

Taiwan Microsoft GM Bian Zhi-xiang at DevDays Asia 2026 said 👇 AI compute demand will stay above supply for the next two to three years. Taiwan sites will go from two data centers to four. Services already grew from about 70 to more than 200. He called Taiwan a “hero site” with a 3+1 setup that ties into the rest of Asia and the global network. The market is optimistic that Microsoft will continue to expand its AI server deployment, and its partners such as Foxconn, Quanta, and Wistron are expected to benefit. $MSFT