Chip boom lifts factory growth
Taipei Times·Inflation remains above 2 percent for third month
Taipei Times·- Taiwan's Directorate-General of Budget, Accounting and Statistics reported that consumer inflation remained above the central bank's 2 % warning level for the third consecutive month, with the consumer price index rising 2.54 % year on year in July. - The rising inflation was primarily driven by higher fuel costs, international airfares, and increased prices for travel-related services, alongside a record 16.94 % surge in the producer price index. - Officials noted that domestic price pressures remain moderate and inflationary impacts from imports are limited, though fuel prices and weather conditions continue to be key variables for the future outlook.AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On
MSN·- Certain semiconductor stocks have recently experienced a sell-off due to investor skepticism rather than financial issues. - The ongoing increase in AI capital expenditures suggests that these semiconductor ETFs are likely to recover. - This situation highlights the potential for a rebound in the semiconductor sector amidst expanding AI investments.The Nvidia-Led AI Supercycle Is Accelerating — and Taiwan Just Confirmed It
benzinga_article·- Taiwan's export orders surged 59.4% in June, reaching a record $95.26 billion, indicating strong demand for technology and AI-related products. - The increase is driven by significant orders for information and communication equipment and semiconductors, highlighting the continuing global AI capex cycle. - BofA Global Research predicts that robust demand for AI chips will sustain Taiwan's export growth, reinforcing positive sentiment in the semiconductor sector.2 ETFs to Access the World's Best-Performing Stock Markets In 2026
Market Beat·- In 2026, the U.S. stock market has shown resilience, with the S&P 500 Index rebounding to a total return near 10% after a drop earlier in the year. - However, Asian markets, particularly Taiwan and South Korea, are outperforming, driven by substantial gains in technology and memory chip sectors due to AI demand. - Key factors to watch include capital expenditures, market relations, and pricing trends in memory products that could impact future growth in these regions.Foreign Investors Pour Near Record-Breaking $121,000,000,000 Into US Stocks in One Month
The Daily Hodl·- Foreign private investors have significantly increased net purchases of US stocks, rising by $35.2 billion in May to a total of $121 billion. - This marks the second consecutive monthly increase, with year-to-date purchases reaching approximately $270 billion. - Sustained buying from abroad bolsters US stock prices and reflects strong global confidence in American companies amid domestic market fluctuations.Taiwan’s AI boom widens finance gap
Taipei Times·Asia’s other AI winners: The Thailand and Taiwan funds riding the same boom as Korea’s 105% run
MSN·- EWT has achieved 83% one-year returns, significantly benefiting from a 22% weighting in TSMC. - THD also leverages AI tailwinds through Delta Electronics, offering a 3.49% dividend yield. - FXI focuses on Chinese banks, while VWO reduces TSMC's presence to 15% across various nations, lacking direct exposure to AI infrastructure.3 iShares ETFs to buy now as South Korea and Taiwan soar past 100% gains in 2026
MSN·- South Korea's memory chips and Taiwan's TSMC foundry have significantly boosted EWY and EWT, which are up 103% and 67% year-to-date. - The Taiwanese integrated circuit industry is projected to reach $271 billion by 2026, representing a 30% growth fueled by investments in AI accelerators. - The AIA provides diversified exposure to 50 companies in Asia ex-Japan, with over 40% exposure to semiconductors.Overlooked bottlenecks and hyperscalers forced to keep spending will keep the chip-stock rally alive, says Nomura team
MarketWatch·- Analysts from Nomura argue that the semiconductor market has not yet reached its peak, citing sustained spending from hyperscalers driven by rising memory-chip costs and increasing data-center development. - They predict significant supply chain challenges ahead, including a component supply mismatch and constrained capacity from ongoing factory construction, impacting both AI and non-AI sectors. - Despite these issues, Nomura anticipates strong growth in server revenue, projecting a 74% increase in 2026, with companies like TSMC favored in the evolving supply landscape.