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Morning Briefing: Taiwan Stocks Hit Revenue Record, Apple Unveils New iPhones, and Trump Targets Chip Tariffs
Electronic Technology · Semiconductors · economic_daily · 2026-09-10
2330
Get the latest on Taiwan's record-breaking August revenue, TSMC's growth, Apple's new product lineup, and Trump's recent comments on chip tariffs.
What Happened
Market Performance: Taiwan-listed companies achieved a record-breaking August revenue, exceeding NT$6 trillion for the first time. Analysts remain optimistic that the AI supply chain's momentum will push annual profits toward the NT$7 trillion mark, with TSMC leading the charge by hitting a record monthly revenue of NT$514.8 billion.
Tech Innovation: Apple's autumn event introduced the company's first foldable device, the iPhone Duo, alongside the flagship iPhone 18 Pro and Pro Max models. These new releases are expected to set new benchmarks for the company's high-end smartphone sales strategy.
Geopolitical Risks: Former President Donald Trump reiterated his intention to impose tariffs on Taiwanese chips during a campaign rally in Dallas, sparking concerns over potential trade policy shifts. Additionally, Trump pledged a $5,000 stimulus payment to adult citizens as part of his campaign platform.
Industrial Outlook: Driven by robust global AI demand, Taiwan's machinery sector is experiencing a strong recovery, with August exports reaching $3.446 billion. Industry associations express optimism for record-high annual exports and anticipate further growth momentum heading into the next year.
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