EZB8RISK / Market Briefing

Taiwan's market pulse stays tied to the AI hardware story, with semiconductor strength continuing to carry the broader tape while traditional sectors lag behind. The central bank h

Taiwan's market pulse stays tied to the AI hardware story, with semiconductor strength continuing to carry the broader tape while traditional sectors lag behind. The central bank held interest rates steady and loosened some housing market restrictions, a move scholars warn could deepen the split between the booming tech economy and the rest. Diplomatic headlines offered a mixed picture, as a Trump-Xi meeting produced no public mention of Taiwan even as officials stressed US understanding of the island's defense needs.

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