Taiwan stocks return to 46,500 points! Chip stocks surge together, and AI capital is rushing back into Asia?
The core of this rally is far more than the index itself—it’s the strong signal that capital has begun to reprice the AI supply chain. After the semiconductor sector went through intense corrections earlier on, leveraged funds are still continuously flowing into chip-related products, showing that the market’s attitude toward AI has shifted from “fear of overvaluation” to “buy decisively on dips.”
⭐️It’s only natural that this round of leadership in Taiwan involves TSMC. One easily overlooked key signal is that this year TSMC’s capital expenditures are expected to reach $52–56 billion, with continued investment in 2nm and 3nm, as well as advanced CoWoS packaging—this isn’t just technical optimism, it’s hard-core backing for long-term AI demand.
Pickbe opinion: With Taiwan stocks back above 46,500 points, what’s truly worth paying attention to isn’t the percentage gain—it’s that the AI main theme is expanding beyond a single surge in $NVDA, spreading across the broader Asian manufacturing supply chain. This will be the core logic behind the next phase of capital rotation.
⭐️In the crypto space, you may want to watch on-chain trading products linked to TSMC such as $TSM / TSMUSDT. It’s more like a “crypto gateway” to a traditional chip leader rather than a typical low-quality altcoin. If TSMC’s fundamentals keep strengthening, the TSM direction is worth tracking, but be sure to guard against the risks of chasing. Some platforms have already offered TSMUSDT perpetual contracts—participation should be rational.
⭐️Pickbe’s ace group chat: Don’t just watch price moves—let us show you where the money comes from and where it’s going. $BTC
#台股TAIEX受芯片股带动重返46500点 #韩股KOSPI因AI热潮降温下跌
The core of this rally is far more than the index itself—it’s the strong signal that capital has begun to reprice the AI supply chain. After the semiconductor sector went through intense corrections earlier on, leveraged funds are still continuously flowing into chip-related products, showing that the market’s attitude toward AI has shifted from “fear of overvaluation” to “buy decisively on dips.”
⭐️It’s only natural that this round of leadership in Taiwan involves TSMC. One easily overlooked key signal is that this year TSMC’s capital expenditures are expected to reach $52–56 billion, with continued investment in 2nm and 3nm, as well as advanced CoWoS packaging—this isn’t just technical optimism, it’s hard-core backing for long-term AI demand.
Pickbe opinion: With Taiwan stocks back above 46,500 points, what’s truly worth paying attention to isn’t the percentage gain—it’s that the AI main theme is expanding beyond a single surge in $NVDA, spreading across the broader Asian manufacturing supply chain. This will be the core logic behind the next phase of capital rotation.
⭐️In the crypto space, you may want to watch on-chain trading products linked to TSMC such as $TSM / TSMUSDT. It’s more like a “crypto gateway” to a traditional chip leader rather than a typical low-quality altcoin. If TSMC’s fundamentals keep strengthening, the TSM direction is worth tracking, but be sure to guard against the risks of chasing. Some platforms have already offered TSMUSDT perpetual contracts—participation should be rational.
⭐️Pickbe’s ace group chat: Don’t just watch price moves—let us show you where the money comes from and where it’s going. $BTC
#台股TAIEX受芯片股带动重返46500点 #韩股KOSPI因AI热潮降温下跌