Taiwan FSC Eases Rules for Life Insurers to Fund Ten Major AI Infrastructure Projects
Taiwan’s Executive Yuan approved a plan to advance ten major AI infrastructure projects on January 28, 2026, covering areas including silicon photonics, AI robotics and computing infrastructure. Given the enormous capital required for AI infrastructure, the Financial Supervisory Commission is seeking to channel insurers’ long-term funds into strategic industries, in line with the government’s private-investment policy under its NT$1 trillion national development investment plan.
The FSC issued an interpretive order on June 16, 2026, effective the same day, allowing insurers to invest in or lend to industries recognized by the competent authorities as part of the ten major AI infrastructure projects. The risk factor for direct investments was cut from 37.5% to 30%, while the factor for indirect investments through venture capital firms was reduced from 33.75% to 17.25%. The factor for private equity funds was set at 17.25%, and the investment cap for qualifying domestic private equity funds was raised from 20% to 25% of paid-in capital.
All Coverage
3 original reportsThe Backstory
The history behind this eventTaiwan Raises Insurers’ Infrastructure Investment Cap as AI Compute Centers Draw Interest
Taiwan’s insurers control large pools of long-duration capital, making them natural investors in infrastructure projects with lengthy payback periods. The Financial Supervisory Commission’s easing of investment restrictions is aimed at channeling more private capital into public works. AI compute centers, which require substantial upfront spending and stable long-term financing, are emerging as a new destination as Taiwan expands its digital infrastructure.
The Financial Supervisory Commission raised the combined ceiling for insurers’ special-purpose and public-infrastructure investments to 15% of deployable funds from 10% under its latest regulatory change. Such investments have now surpassed NT$700 billion. Among newly eligible opportunities, insurers have shown the strongest interest in “AI compute centers” recognized by the Ministry of Digital Affairs, potentially accelerating funding for computing capacity and data-center development.
Subscribe to Mark Radar Weekly
Every Friday, the week's strongest signals in your inbox. Unsubscribe anytime.
If you search news on Google, you can set Mark Radar as a preferred source—our coverage will show up more often in your results. Set as preferred source on Google →