On August 28 during the Asian session, #台股TAIEX受芯片股带动重返46500点 , chip stocks saw a broad rebound. As a real-time barometer of global semiconductor market conditions, the Taiwan stock market’s strength confirms that the hardware bull market hasn’t ended—again proving that as long as AI infrastructure keeps going, this deep, supply-chain-embedded market is a safe haven. Even if there are threats of increased tariffs, as long as Nvidia still needs to turn to TSMC, the floor of this market remains in place. However, excessive reliance on a single industry also makes the Taiwan stock market extremely sensitive to global liquidity; once the U.S. dollar rebounds sharply, foreign capital can pull out very quickly
Finally, as a front-line gauge for the U.S. stock market’s semiconductor sector, the performance of the Taiwan market in the Asian session often determines the tone for the U.S. market’s late-session opening. A strong showing in U.S. stocks on Friday can be expected.
Finally, as a front-line gauge for the U.S. stock market’s semiconductor sector, the performance of the Taiwan market in the Asian session often determines the tone for the U.S. market’s late-session opening. A strong showing in U.S. stocks on Friday can be expected.