Savills

Publication

Taiwan Investment Brief - Mar 2026

Surging AI Demand Fuels Factory Transactions

 

  • Driven by surging global demand for AI intelligence and Taiwan’s semiconductor advantages, GDP growth was exceptionally strong (8.63% in 2025 vs 4.59% in 2024), boosting expansion requirements in the technology sector.
  • Significant commercial property transactions totalled NT$38.2 billion in Q4/2025, with 2025 annual transactions reaching NT$161.4 billion, reflecting a 0.3% YoY increase and recording the second-highest level in the past decade.
  • Factory transactions continued their strong momentum for the year, achieving NT$67.2 billion in 2025 largely driven by the semiconductor industry.
  • For three consecutive years, the technology sector has topped the active buyer list, deploying in excess of NT$61.3 billion for 2025, with factories and industrial office accounting for 66% and 30% respectively.
  • The land market transaction volume totalled NT$37.9 billion in Q4/2025, and industrial land accounted for 58.9%. Annual land transaction volumes in 2025 fell significantly by 28.8% YoY to NT$172 billion.
  • Under tight housing market control, land acquisitions by developers plummeted, with the transaction volume down by 40% for the entire year.

Performance across industries is mixed. As traditional manufacturing is under pressure, the advantage of advanced semiconductors provides strong expansion momentum to technology companies.

Erin Ting, Savills Research