3 Taiwan Chip Stocks Tied To Apple Supply And AI Data Center Demand

Chip shortages are back in focus after Apple warned that limited access to advanced processors could restrain Mac, iPhone, and iPad production, while Amazon’s strong AWS results underline how critical reliable hardware is for cloud growth. These headlines put semiconductor and chip manufacturers under a brighter spotlight, since they sit at the heart of both consumer devices and data centers. This article breaks down how that news connects to the sector and reveals 3 stocks from our Semiconductor and Chip Manufacturers screener that appear positively exposed to these developments, helping you decide which opportunities might deserve a closer look.

Macronix International (TWSE:2337)

Overview: Macronix International is a Taiwan based semiconductor company that designs and manufactures memory chips, including NOR and NAND flash, eMMC and ROM, and also provides wafer foundry services plus security focused products like ArmorFlash and higher capacity LybraFlash for a wide range of consumer, industrial, automotive and IoT applications across global markets.

Operations: Macronix International generates NT$45,536.66 million in revenue from Memory Products and Wafer Fabrication.

Market Cap: NT$181.70b

Macronix International sits in a segment of the chip supply chain where demand for advanced processors can spill into memory and supporting components, which can benefit from tight supply at key customers like Apple and from AI related build outs at cloud providers such as Amazon. The company has recently shifted from loss making to profitable, with Q2 2026 net income of NT$7,732.09 million on sales of NT$19,124.52 million. At the same time, its share price has been highly volatile and the stock is trading below one estimated fair value, which may either signal a value opportunity or a market that remains cautious about how sustainable this upswing will be.

Macronix International’s swing back to profit and volatile share price suggest the story is still being priced in. Get the fuller picture with the 4 key rewards and 1 important major warning sign

MediaTek (TWSE:2454)

Overview: MediaTek is a Taiwan based semiconductor company that designs and sells multimedia and connectivity chips for smartphones, PCs, connected devices, automotive systems and data centers, and also provides related design, testing, support and intellectual property services worldwide.

Operations: MediaTek generates about NT$591,803.96 million in revenue from multimedia and mobile phone chips and other integrated circuit design products.

Market Cap: NT$5,163.39 billion

MediaTek sits at the intersection of smartphone chips and custom AI data center silicon, which links directly to the current focus on tight advanced node capacity and heavy cloud spending. The company is working closely with hyperscalers on ASIC projects, while also partnering with groups like NVIDIA, Ericsson, AT&T and E Ink to bring AI into PCs, 5G networks and edge devices. Forecasts cited for the company point to strong earnings and revenue growth with high returns on equity, although the stock carries a rich P/E multiple, funding relies on external borrowing and smartphone demand has recently softened. If you want the full picture on how these AI and cloud projects stack up against the risks and valuation debate, the analysis report for MediaTek

MediaTek’s AI projects and rich P/E multiple suggest the stock story might be more about what comes next than what is already priced in. Get the full risk reward picture inside the analysis report for MediaTek

King Yuan Electronics (TWSE:2449)

Overview: King Yuan Electronics is a Taiwan based semiconductor service company that tests, assembles and packages integrated circuits, handling wafer probing, final test, burn in and system level testing for a wide range of consumer, memory, display, sensor and biochip applications.

Operations: King Yuan Electronics generates about NT$37.81b in revenue from contract electronics manufacturing services.

Market Cap: NT$261.27b

King Yuan Electronics sits in a critical part of the chip supply chain, where tight processor capacity at customers like Apple and AI driven data center spending at groups like Amazon can feed through into higher demand for outsourced testing and packaging. The stock trades on a P/E below the local semiconductor industry average, but funding relies on higher risk borrowing and the share price has been volatile. That mix of business position, valuation and balance sheet risk is what may make King Yuan Electronics worth a closer look for some investors.

King Yuan Electronics sits at an interesting crossroads, where a lower P/E and balance sheet risk could be masking something investors have not fully priced. Get the full story inside the 5 key rewards and 2 important warning signs (1 is major!)

The three semiconductor stocks in this article are only a starting point, since the full screener uncovered 16 more companies with equally compelling semiconductor and chip manufacturing narratives inside the Semiconductor and Chip Manufacturers screener. Use Simply Wall St to identify and analyze the specific catalysts and storylines that matter to you, so you can focus on the highest conviction opportunities in this space.

Take Control of Your Investment Journey

If King Yuan Electronics or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Alternatives Beyond These Chip Stocks

Fresh ideas move first when momentum is building and potential breakouts are still flying under the radar for now. Scan these focused shortlists before the crowd and act now.

• Chase income that keeps working even when markets cool by reviewing a curated group of steady payers inside the 437 dividend fortresses.
• Spot early movers at the intersection of medicine and algorithms by scanning the under the radar opportunities highlighted in the 127 healthcare AI stocks.
• Position ahead of the next infrastructure upgrade cycle by reviewing companies powering critical networks through the 35 power grid technology and infrastructure stocks.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com