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Foreign Investors Bullish on Taiwan's 'Thousand-Dollar' Stocks Amid AI Boom
Electronic Technology · Semiconductors · economic_daily · 2026-10-24
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Foreign brokerages are bullish on Taiwan's high-priced 'thousand-dollar' stocks, citing strong growth in AI servers, semiconductors, and advanced manufacturing.
What Happened
High-Value Stock Performance: Foreign institutional reports highlight 15 high-priced 'thousand-dollar' stocks, including companies like Sentec and Alchip-KY, as key growth drivers. Analysts expect these companies to continue their upward momentum based on strong operational outlooks.
Core Supply Chain Strength: The semiconductor, AI server, thermal module, and high-end substrate industries are leading Taiwan's revenue growth this year. These sectors are critical to the global technology supply chain and are seeing robust demand.
Bullish Market Targets: Goldman Sachs has raised its 12-month target for the Taiwan stock market to 57,500 points, signaling a potential upside of nearly 25%. This adjustment reflects growing confidence in the resilience and growth potential of the local market.
AI Cycle Outlook: JPMorgan notes that strong export data reinforces the positive outlook for the AI industry cycle. With demand for AI servers rising and TSMC's advanced process capacity remaining tight, the outlook for Taiwan's tech sector remains highly favorable.