Taiwan's government and chip industry leaders are talking up a long AI-driven boom, which is good news for Taiwanese chipmakers and their investors.

• Taiwan's chip output jumped to over $200 billion last year, up 23%.
• Premier Cho Jung-tai promised land, power, workers and money to help chip firms expand fast.
• SEMI's chief said global chip sales could hit $2 trillion by 2030 on AI demand alone.
• The next wave of demand is shifting from training AI models to running them, boosting memory and advanced packaging.
• TSMC and other big names keep pouring money into new plants in Taiwan.

Outlook: Chip investment in Taiwan should keep climbing, though the island's power and land limits are the thing to watch.