Kenmec subsidiaries target SiC, AIDC growth

Kenmec's strategic move into SiC and AIDC signals a decisive shift from traditional manufacturing to high-end semiconductor development. This initiative will accelerate the integration of Taiwan's third-generation semiconductor supply chain, with upstream wafer and equipment vendors benefiting directly, while midstream epitaxy and device manufacturers face scaling pressures. From a regulatory standpoint, escalating U.S.-China semiconductor export controls may force the company to restructure its supply chain, increasing reliance on Southeast Asian or mainland/ China suppliers. Competitors like TSMC and UMC may accelerate investments in SiC and AI data center markets to maintain competitive edge. Over the next 12–24 months, the surge in AIDC demand will drive robust growth in SiC power devices and memory chips. If Taiwan's local production capacity fails to keep pace, global supply chain tensions will intensify. Companies must prepare by strengthening domestic manufacturing capabilities to mitigate geopolitical and technological disruption risks.