Taiwan's Semiconductor Industry Thrives Amid AI Boom and Global Demand
SEMICONDUCTOR
Taiwan's semiconductor industry has experienced significant growth, particularly in exports to the US, which increased by over 150% in the past year. TSMC dominates the market, representing over 40% of Taiwan's stock market.
The growth is attributed to strong state support and Taiwan's strategic position between the US and China. Key companies benefiting from TSMC's success include ASE Technology Holding and MediaTek, both of which are expanding their market presence. Despite geopolitical risks, investment in Taiwan is seen as less risky than in previous years, with a focus on high-end manufacturing remaining in the country.

Mar 1, 2026, 1:07 PM