As the acceleration of AI infrastructure construction, Taiwanese suppliers are increasingly moving their manufacturing operations to the United States. The core driver of this trend is the explosive growth in demand for AI chips, and the consequent demand for specialized automation, robotics, and semiconductor production equipment.
TechForce Robotics, a brand under Nightfood Holdings Inc. (OTCQB: NGTF), is actively seizing this opportunity. The company announced last week that it is evaluating adding up to 100,000 square feet of dual-region manufacturing capacity, covering Taiwan and the United States, built jointly with its strategic partner Jiun Jiang Enterprise Co., Ltd. ("JJ Enterprise"). This expansion aims to serve semiconductor, advanced packaging, and industrial automation customers, who are driving a new wave of capital expenditure.
The Silent Boom Behind AI Chips
AI infrastructure spending typically focuses on GPUs and hyperscale data centers, but the actual construction goes far beyond that. Every new wafer fab, packaging line, or data center requires precision equipment to build and operate. Reuters reported this month that the surging demand for AI data centers is causing tight supply of basic grid equipment such as transformers in the United States, with delivery times for some high-voltage transformers extending to years, compared to about one year in 2020-2021.
The semiconductor industry itself is also expanding at an unprecedented pace. Deloitte forecasts that global chip sales will reach $975 billion in 2026, an increase of 26% year-over-year, with AI chip revenue approaching $500 billion. Chip revenue grew 22% in 2025, but silicon wafer shipments only increased by about 5.4%. This gap indicates that growth is concentrated in complex, equipment-intensive production links.
Robotics and automation are becoming central to the industry's scale expansion. GlobalFoundries describes this transformation as 'Physical AI' moving from data centers to the equipment that builds and runs them. The company expects this category to reach at least $18 billion by 2030. Another study predicts that the data center robotics market will grow from $2.37 billion in 2026 to $17.14 billion by 2035, a compound annual growth rate of over 24%.
TechForce Robotics is precisely positioned at this level of AI construction. The company's capacity expansion with JJ Enterprise directly targets semiconductor automation, advanced packaging equipment, and smart manufacturing systems—the physical infrastructure that the AI chip boom depends on.
Moving to the United States****Moving to the United States
As demand for AI chips accelerates, semiconductor manufacturing and packaging capabilities are steadily moving to the United States. TSMC has confirmed plans to open an advanced chip packaging plant in Arizona, with production expected to begin in 2029, adding CoWoS and 3D-IC packaging capabilities. The TSMC board approved a $20 billion capital injection in May 2026, bringing the total investment in the Arizona project to $165 billion.
The pressure from this shift extends far beyond TSMC itself. Chips manufactured in Arizona still need to be shipped back to Taiwan for final packaging, indicating that supporting infrastructure must follow the chip flow. TSMC is actively encouraging Taiwanese suppliers—including semiconductor chemicals and equipment suppliers—to set up factories near its Arizona campus.
Axios reported this month that the broader chip supply chain, including advanced packaging, high-bandwidth memory, and lithography equipment, is already stretched thin as more companies compete to manufacture custom AI chips. One analyst told Axios that companies starting to design chips today will take about three years to see finished silicon.
Against this backdrop, the expansion plans of Nightfood Holdings and JJ Enterprise are particularly critical. JJ Enterprise’s manufacturing and engineering capabilities span multiple rapidly growing industrial markets, while dual-region capacity can balance U.S. customers’ localization needs with Taiwan’s manufacturing advantages.
“The long-term vision is not just to participate in demand growth, but to build the operational capabilities needed to meet that demand,” said Jimmy Chan, CEO of Nightfood Holdings.
As the AI infrastructure boom continues, the wave of Taiwanese suppliers moving to the United States is expected to further accelerate.