Global AI Computing Demand Widens Profit Divide Among Taiwan’s Largest Companies

Global cloud providers continue to increase capital spending on AI computing capacity, boosting supply chains for advanced chips, servers and cooling systems and making Taiwan a major beneficiary. CRIF China Credit Information Service said capital, talent and orders are increasingly concentrated in the technology sector. The trend is widening the corporate profit gap while leaving traditional industries grappling with labor shortages, rising costs and pressure to transform.

CRIF China Credit Information Service released its TOP5000 survey on June 24, 2026. Taiwan’s 5,000 largest companies generated NT$48.50 trillion in revenue and NT$5.77 trillion in net profit after tax in 2025, up 10.98% and 11.01% year on year, respectively. TSMC ranked first by revenue for the first time with NT$3.78 trillion and posted a profit of NT$1.72 trillion. Meanwhile, the number of loss-making companies rose from 543 to 772, the highest in nearly a decade, while average return on equity fell to 7.74%.