The AI Boom Is Real, And Taiwan Is Cashing The Checks

Taiwan raised its 2026 economical maturation outlook arsenic the land continues to payment from booming AI-driven exports.

Taiwan's exports surged astir 70% successful January, the fastest gait successful 16 years, arsenic planetary request for AI-related hardware continues to accelerate.

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) remains cardinal to that strength, serving arsenic the world's ascendant declaration chipmaker and a captious supplier of precocious semiconductors. The institution plays an outsized relation successful Taiwan's system and holds important value successful the country's starring banal index.

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The foundry, a cardinal supplier to Nvidia Corp. (NASDAQ:NVDA) and Apple Inc. (NASDAQ:AAPL), reported a 37% leap successful January gross and plans to boost spending successful 2026 arsenic Alphabet Inc. (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META), Amazon.com Inc. (NASDAQ:AMZN), and others ramp AI investment.

The Directorate General of Budget, Accounting and Statistics present expects GDP to grow by 7.71% this year, sharply supra the 3.54% maturation gait it projected successful November, and said further upward revisions stay possible, Reuters reported Friday.

The bureau somewhat lowered its fourth-quarter 2025 maturation estimation to 12.65% but raised full-year maturation to 8.68%, the fastest complaint successful 15 years.

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Officials said the equilibrium of risks skews toward further upgrades, arsenic large unreality work providers ramp up AI-driven superior spending, reinforcing durable request for Taiwan's semiconductor exports.

Taiwan besides projected exports surging 22.22% successful 2026, acold supra its anterior forecast, portion ostentation is expected to stay beneath the cardinal bank's 2% target.

Taiwan is besides reinforcing its relation arsenic a planetary AI and semiconductor halfway arsenic Nvidia moves up with a important task to physique a Taipei headquarters.

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Taipei City Government signed an statement for the Beitou-Shilin Technology Park site, granting Nvidia a 50-year lease with a imaginable 20-year hold and 12.2 cardinal New Taiwanese dollars successful royalties.

Nvidia expects to put much than 40 cardinal New Taiwanese dollars (about $1.3 billion) and make implicit 10,000 jobs erstwhile the task is operational, alongside plans to usage the tract arsenic a commercialized bureau and make a broader concern park. This enlargement comes arsenic Nvidia deepens ties with Taiwan Semiconductor amid booming AI demand.