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September 21 Financial Briefing: TSMC Revenue Outlook, Trump's AI Force, and Record Bank Lending
Electronic Technology · Semiconductors · economic_daily · 2026-09-20
Key financial highlights include TSMC's strong revenue forecast, Trump's plan for an 'AI Force,' record-breaking foreign currency lending by Taiwanese banks, and Intel's new partnership with AUO.
What Happened
Taiwan Stock Market Outlook: Following the stabilization of Federal Reserve interest rate policies, market analysts expect a fundamental-driven rally for Taiwan stocks. TSMC is projected to see its September revenue reach NT$520 billion, supporting a potential index climb toward the 48K level.
Trump's AI Strategy: President Trump has announced plans to establish an 'AI Force' and appoint an 'AI Czar,' signaling a deregulatory approach to artificial intelligence development. This policy shift is expected to benefit Taiwanese manufacturers like Foxconn and Quanta, which hold significant US-based production capabilities.
Banking Sector Growth: Driven by robust AI demand, dividend-related capital flows, and a stronger US dollar, foreign currency lending by Taiwanese banks surpassed the NT$1 trillion milestone in July. The year-to-date increase of NT$382.28 billion marks a historic high for the sector.
Tech Industry Partnerships: Intel is reportedly collaborating with AUO to advance its packaging technology, specifically targeting Micro LED substrates and CPO integration. This strategic move aims to bolster Intel's competitive edge in high-density computing through deeper integration with the Taiwanese supply chain.
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