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Taiwan Stocks Rally as Focus Shifts to AI Supply Chain and Earnings Growth
Electronic Technology · Semiconductors · economic_daily · 2026-09-20
Following the Fed's rate decision, the Taiwan stock market has shown resilience, with investors focusing on AI infrastructure and strong export momentum.
What Happened
Market Resilience: The Taiwan stock market has rebounded strongly following the Federal Reserve's interest rate decision, with the index reclaiming key levels on high trading volume as sentiment shifts toward corporate fundamentals.
Export Momentum: Driven by the expansion of the AI supply chain and strong demand for raw materials, Taiwan's export growth is expected to remain robust through the end of the year, supported by the peak season for consumer electronics.
AI Infrastructure Demand: Strong demand for high-performance computing and AI servers is keeping the focus on advanced manufacturing processes and CoWoS packaging capacity, ensuring high visibility for key suppliers.
Investment Strategy: Analysts recommend a core focus on AI components, semiconductor equipment, and IP providers, while also suggesting opportunities in undervalued stocks and power-related industrial sectors.
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