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September 22 Financial Briefing: Central Bank Credit Focus, US-China AI Talks, and Panel Market Shifts

Electronic Technology · Electronic Components · economic_daily · 2026-09-21

Key financial updates include the Taiwan Central Bank's focus on SME lending, the upcoming Xi-Trump meeting, new US-China AI dialogue, and positive outlooks for panel makers.

What Happened

Central Bank Credit Oversight: The Central Bank of Taiwan is stepping in to address financing difficulties faced by SMEs and traditional industries amid the AI investment boom. Officials plan to meet with commercial banks to ensure credit flows remain stable and reach the real economy, supported by liquidity from Chunghwa Post.

US-China Diplomatic and AI Talks: President Xi Jinping is set to visit the US for a second meeting with Donald Trump. Following successful discussions between Treasury Secretary Bessent and Vice Premier He Lifeng, both nations have agreed to establish a formal AI dialogue mechanism to manage shared risks and security concerns.

Panel Industry Supply Adjustments: Major Chinese panel manufacturers, including BOE and CSOT, are implementing price hikes and production cuts during the upcoming holiday. This dual strategy aimed at boosting average selling prices is expected to provide a competitive tailwind for Taiwanese firms AUO and Innolux.

Real Estate Market Sentiment: The upcoming Mid-Autumn Festival holiday serves as a critical test for the property market following recent policy easing by the Central Bank. Early data shows increased interest in prime locations, with industry experts watching to see if this momentum can sustain a recovery in the fourth quarter.

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