Taiwan's market story remains anchored in the AI hardware boom, with the Economics Ministry approving a large TSMC investment in the US and officials projecting a record trade surp
Taiwan's market story remains anchored in the AI hardware boom, with the Economics Ministry approving a large TSMC investment in the US and officials projecting a record trade surplus driven by AI demand. That strength sits alongside a widening internal split, as traditional industries see limited benefit from the tech rally, keeping gains concentrated in semiconductors. Geopolitical headlines continue to shape sentiment, with commentary on China's risk calculus and remarks framing US arms support as serving American interests keeping cross-strait tensions in view.
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