Taiwan's AI hardware suppliers dominate this year's list of companies favored by foreign institutional investors, a positive signal for the island's tech sector and the smaller suppliers now getting global attention.

• The 100 picked companies are worth about 64% of Taiwan's entire stock market.
• Cooling parts, chip substrates, copper-clad boards, and power supply makers all made the list — foreign money is buying the whole AI build-out chain, not one winner.
• Two-thirds of the list is new this year, and only 12 companies have stayed on it three years running, all of them tech.
• Memory chip firms jumped as a group, and niche players with hard-to-replace technology keep drawing foreign buyers.
• A separate group of 125 mid-sized companies was flagged as the next tier, most of them newcomers growing through overseas expansion and acquisitions.

Outlook: Expect foreign buying to keep spreading across Taiwan's AI parts suppliers, with attention shifting to which mid-sized firms can break into the big leagues.