Taipei: Taiwan’s stock market is moving toward new record highs as investors continue to place strong bets on the global demand for artificial intelligence technology. Despite growing concerns around a possible AI bubble, confidence in companies linked to Nvidia and Google is helping lift the market.
Local investors believe that Taiwan will remain a key supplier in the global AI supply chain. The country’s major technology companies produce essential components used in Nvidia’s graphics processing units and Google’s tensor processing units. Because of this, analysts say Taiwan will benefit no matter which tech giant leads the AI race.
Market experts now expect Taiwan’s main index to push past the 30,000 mark in 2026. They say the strong interest in AI servers, advanced chips and related hardware has created steady demand for Taiwanese manufacturers. Investors also point out that Taiwan’s stock valuations are still lower than those of similar companies in the United States, which helps reduce fears of an overheated market.
The government has also launched new projects to support the sector. Taiwan recently opened a cloud computing center to strengthen its national AI capabilities. The center uses the latest Nvidia processors and is expected to boost the country’s role in AI development.
Even as global analysts warn about high valuations and the risk of a future slowdown, investors in Taiwan remain optimistic. They believe the market has room to grow because AI technology is expanding quickly and requires complex hardware that only a few countries, including Taiwan, can supply at scale.
For now, optimism continues to outweigh caution as Taiwan positions itself at the center of the fast growing AI industry.