Taiwan's market pulse still runs through the same two channels: a booming AI hardware export engine and the steady drumbeat of cross-strait and US policy headlines. A Taipei offici
Taiwan's market pulse still runs through the same two channels: a booming AI hardware export engine and the steady drumbeat of cross-strait and US policy headlines. A Taipei official's comments framing US arms support as serving American interests underscore how security ties and trade ties are now tightly linked in how investors read the island. Meanwhile, local commentary on a widening K-shaped economy highlights that AI-driven gains are concentrating in tech while traditional industries lag, adding an internal divergence to the external story.
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