Taiwan's Growth Path Remains Uneven Despite AI Boost -- Market Talk

Dow Jones

2025/12/19

0923 GMT - Taiwan's economic growth remains uneven despite a boost from AI, HSBC economist Jin Choi says in a research note. Global tech companies saw sustained improvement in capex, boding well for the demand of Taiwan's AI-related products, the economist says. However, Choi notes that Taiwan's non-tech sectors continue to struggle. If the U.S. reciprocal tariff on Taiwan exports could be lowered to 15% from 20% after ongoing trade talks, this could help relieve headwinds that the island's non-tech exporters face, helping restore business sentiment, Choi adds. HSBC thinks Taiwan's central bank could deliver a 25bp cut in 2H 2026. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

December 19, 2025 04:23 ET (09:23 GMT)

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Global tech companies saw sustained improvement in capex, boding well for the demand of Taiwan's AI-related products, the economist says. However, Choi notes that Taiwan's non-tech sectors continue to struggle. If the U.S. reciprocal tariff on Taiwan exports could be lowered to 15% from 20% after ongoing trade talks, this could help relieve headwinds that the island's non-tech exporters face, helping restore business sentiment, Choi adds. HSBC thinks Taiwan's central bank could deliver a 25bp cut in 2H 2026. 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