Taiwan Fd

Optimi Health

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

GS-C

GS-D

GS-A

SOXL

Goldman Sachs predicts that the AI-driven chip booms in South Korea and Taiwan will significantly increase their current-account surpluses, prompting potential interest rate hikes. They forecast two 25-basis point increases in South Korea and two 12.5-basis point hikes in Taiwan this year. The AI boom is expected to push South Korea's current account surplus above 10% of GDP and Taiwan's over 20%. Despite energy import challenges, the tech export surge is anticipated to dominate economic growth, with South Korea's GDP growth rebounding to 2.5% and Taiwan's accelerating to nearly 10%.

Taipei Times

Goldman Sachs

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

Direxion Semicon Bull 3X

Morgan Stanley

GS Hldg R

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Goldman sees ‘AI-driven super surplus’ swelling in South Korea, Taiwan

03036

03453

Taiwan's foreign exchange reserves rose to US$602.49 billion at the end of last month, up US$5.6 billion from the previous month. This increase was attributed to investment gains, currency valuation effects, and renewed foreign inflows, despite earlier volatility. The central bank noted that foreign investors made significant net purchases in Taiwanese equities, contributing to capital inflows. The New Taiwan dollar remained stable, and the central bank is prepared to intervene if necessary. In March, reserves had dropped to US$596.89 billion due to geopolitical tensions and capital outflows, but last month saw net inflows of about US$7 billion.

TRMSCITAIWAN

ISHRS MSCI Taiwan Capped

PREMIA TW50

Taiwan Semiconductor

Foreign exchange reserves rise back above US$600bn

INTC

NDAQ

.NDX

SOXX

Asia-Pacific markets saw broad gains, with Taiwan's TAIEX surpassing 40,000 for the first time, while Japan and South Korea also reached record highs. The Nasdaq and S&P 500 hit all-time highs, driven by strong performances from Intel and NVIDIA. The People's Bank of China injected RMB218 billion through reverse repo operations. In India, the Nifty 50 rose after Sun Pharmaceutical announced an acquisition. Overall, markets in Malaysia, Indonesia, and Thailand also experienced increases, while Singapore's Straits Times Index fell slightly.

- The Nasdaq and S&P 500 reached record highs, with Intel and NVIDIA leading gains, while the Philadelphia Semiconductor Index increased for the 18th day.  
- Asia-Pacific markets also advanced, with Taiwan, Japan, and South Korea achieving new highs; China reported a 15.5% YoY increase in industrial profits for Q1 2026.  
- The People's Bank of China injected RMB218 billion through reverse repos, and various stock indexes across the region demonstrated mixed performances amidst significant stock movements.

AASTOCKS News

Intel

Nasdaq

NASDAQ-100

Fidelity Nasdaq Composite Index ETF

Invesco Semiconductors ETF

iShares Semiconductor ETF

VG S&P 500

SPDR S&P Semicon

YieldMax NVDA Option Income Strategy ETF

SPDR S&P 500

Proshares UltraPro QQQ

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

iShares Core S&P 500

GraniteShares 2x Long INTC Daily ETF

Invesco QQQ Trust

T-Rex 2X Long NVIDIA Daily Target ETF

Asia-Pacific Markets Broadly Rise; TAIEX Tops 40,000 for First Time; Japan and S Korea Extend Record Highs

TSMX

TSMU

TSMG

TSMZ

Taiwan's TAIEX index dropped 134 points (0.3%) to 40,051 in morning trading, as profit-taking followed a record high. The decline was driven by losses in electronic technology stocks and negative sentiment from Wall Street, amid inflation concerns due to rising oil prices. Despite the drop, the index remains above 40,000 after a 4.6% surge on Monday, led by semiconductor stocks. Notable losers included TSMC (-1.3%), Delta Electronics (-2.2%), and Unimicron Tech (-1.1%).

Trading Economics

Direxion Daily TSM Bull 2X Shares

GraniteShares 2x Long TSM Daily ETF

Leverage Shares 2X Long TSM Daily ETF

Direxion Daily TSM Bear 1X Shares

VanEck Semiconductor ETF

Taiwan Stocks Slip on Profit-Taking, Stay Above 40,000

FTXL

Skymizer Taiwan Inc. has introduced the HTX301 inference chip, enabling ultra-large LLM inference on a single PCIe card, capable of running 700B-parameter models without the need for GPU clusters. This innovation simplifies AI infrastructure, offering low latency, data privacy, and operational control. The HyperThought platform allows flexible scaling and complements existing GPU setups, enhancing overall efficiency. The HTX301 is designed for various enterprise applications, including finance, healthcare, and software engineering, while ensuring data security by supporting on-premise AI workflows.

Fidelity

First Trust Nasdaq Food & Semicon

ISHRS S&P Glb It

Skymizer Taiwan Inc. Unveils Breakthrough Architecture Enabling Ultra-Large LLM Inference on a Single Card

Taiwan's stock market has become the world’s seventh-largest by capitalization, surpassing the UK's and rising to over US$4 trillion. TaiwanPlus examines what’s driving the boom, with AI taking center stage, along with the potential risks and outlook.

iShares MSCI Taiwan ETF

Explainer: Taiwan stock market becomes world’s 7th largest, topping US$4T

ASML

TSEM

AI stocks are predicted to soar during and after the current earnings season, driven by strong demand for AI chips from companies like Taiwan Semiconductor Manufacturing and ASML. Despite a previous downturn in AI stock valuations, improved geopolitical conditions and ongoing demand for AI technology suggest a positive outlook. Companies are reporting robust earnings, with Amazon noting increased cloud service subscriptions linked to AI. This trend indicates a potential for sustained growth in the AI sector, leading to renewed investor interest and confidence in AI stocks.

Tower Semicon

ARK Autonomous Tech & Robotics ETF

Global X Robotics & Artificial

Direxion Daily AMZN Bull 2X Shares

Leverage Shares 2X Long ASML Daily ETF

ASML Holding NV ADRhedged

VanEck Robotics ETF

Kurv Yield Premium Strategy Amazon AMZN ETF

Global X Cloud Computing ETF

ROBO Global Robotics

Roundhill AMZN WeeklyPay ETF

Prediction: AI stocks will soar after this earnings season and here's why

Taiwan’s Taiex surpassed 40,000 points for the first time on Monday, marking a new milestone for the country's stock market. Broader sentiment across Asia remains strong, with South Korea and Japan also posting record highs in recent trading sessions.

Taiwan Taiex surpasses 40,000 as stock market hits record

The article discusses a proposed reformulation of the "Magnificent Seven" tech stocks, suggesting the removal of Apple and Tesla in favor of Taiwan Semiconductor and Broadcom. The author argues that Apple has lagged in AI advancements, while Taiwan Semiconductor is positioned for significant growth in the AI sector. Tesla's struggles in the EV market lead to its replacement by Broadcom, which is expected to see rapid growth as a key player in AI chip design. The piece emphasizes the importance of aligning the list with AI-centric stocks for future market trends.

nasdaq

GraniteShares 1.25 Long TSLA Daily ETF

T-Rex 2X Long Tesla Daily Target ETF

Leverage Shares 2X Long AVGO Daily ETF

Defiance Daily Target 2X Long AVGO ETF

Direxion Daily TSLA Bull 2X Shares

Simplify Volt TSLA Revolution ETF

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AVGO Bull 2X Shares

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

T-Rex 2X Long Apple Daily Target ETF

Roundhill AVGO WeeklyPay ETF

Leverage Shares 2X Long TSLA Daily ETF

GraniteShares 2x Long AVGO Daily ETF

GraniteShares 2x Long TSLA Daily ETF

Broadcom

NVIDIA

Apple

Alphabet - C

Alphabet

Microsoft

Amazon

Meta Platforms

Tesla

Netflix

NVIDIA Corporation

Reformulating the "Magnificent Seven": 2 Stocks I'd Swap Out for Ultimate Upside

Taiwan Fd(TWN.US)

Goldman sees ‘AI-driven super surplus’ swelling in South Korea, Taiwan

Foreign exchange reserves rise back above US$600bn

Asia-Pacific Markets Broadly Rise; TAIEX Tops 40,000 for First Time; Japan and S Korea Extend Record Highs

Taiwan Stocks Slip on Profit-Taking, Stay Above 40,000

Skymizer Taiwan Inc. Unveils Breakthrough Architecture Enabling Ultra-Large LLM Inference on a Single Card