We do export business and see the AI boom—how do we judge which part of the opportunity to pursue?

The article offers a principle of comparative advantage: first identify which segment you already have conditions for, then allocate resources there, rather than trying to do every part of a trending industry yourself. Using data centers as an example, the author suggests Taiwan should focus on advanced manufacturing, equipment R&D, chip design, and export capabilities, while letting regions with better climate and power advantages handle operations. For exporters, you should distinguish between supplying equipment and operating facilities yourself—these require different strengths.