US investors drive record outlay in Taiwan’s equities market on the back of AI boom

South China Morning Post - Mar 3, 2026

The Taiwan Stock Exchange has become increasingly tied to American capital, as the global artificial intelligence boom drew a record amount of US investments into the island’s semiconductor-heavy equity market. US investors currently hold a record US$668 billion worth of Taiwan equities – about 23 per cent of the exchange’s total market capitalisation – after funnelling roughly US$12 billion into the market in 2025, according to BNP Paribas, citing data from Treasury International Capital – a...

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