Taiwan's TAIEX surged past 37,000, lifting total market cap above $4.14 trillion and overtaking the UK as the world's seventh largest stock market. AI-driven demand for TSMC and other suppliers fueled the rally, with 60% of Taiwan's population now holding securities accounts.
Taiwan’s financial regulator has lifted the single-stock cap for local equity funds and active ETFs from 10% to 25% under strict conditions. With the threshold tied to index weight above 10%, TSMC is currently the only eligible stock, and the market is watching for up to NT$200 billion in potential inflows.
Taiwan stocks surged on July 14, with the index hitting 36,235 and TSMC reaching NT$2,040. The rally followed comments from Donald Trump saying Iran had called the U.S. seeking a deal.
Dell posted sharply higher revenue, earnings, and AI server sales in Q1, sending its stock soaring after hours. Trader Serenity said investors who missed Dell may look at upstream suppliers tied to GPUs, cooling, power, and motherboards.
COMPUTEX 2026 runs June 2-5 in Taipei with record 1,500 exhibitors. Jensen Huang speaks June 1 (GTC Taipei), joined by CEOs from Marvell, Intel, Qualcomm. Key highlights: Vera Rubin NVL72, humanoid robots, AI PC, liquid cooling, CPO optical networking.
Taiwan’s estimated Q1 growth rate reached 13.69%, the highest quarterly reading in nearly 39 years. Export growth, semiconductor equipment imports, and ETF inflows point to a boom led by AI-linked sectors, with benefits distributed unevenly across industries and income groups.
A black Tom Ford leather jacket worn and signed by Nvidia CEO Jensen Huang sold for $960,000 at a Sotheby’s charity auction, far above its pre-sale estimate of $40,000 to $60,000. The final price was 16 times the top end of that range. According to the event details, Huang had previously worn the jacket at Hon Hai Tech Day in 2023. An authentication firm verified the item’s origin through on-site photos, and the signature inside the jacket also received professional authentication. The auction was organized by Long Journey Ventures, with proceeds set to go to the nonprofit Edge Institute. The funds will be used to support young entrepreneurs and researchers. The sale drew attention because of both the price gap versus the estimate and the direct link between the item and Huang’s public appearance in 2023.
