Taiwan — Market Overview
🇹🇼 Taiwan
Taiwan's market is one of the clearest public-market expressions of global semiconductor leadership, so index behavior is tightly tied to foundry economics, AI infrastructure demand, and electronics-cycle breadth. The core read is usually chip capital spending, the profit cycle of foundries and component makers, and whether global technology demand is broadening beyond a single AI hardware theme.
Regionale Karte
Eckdaten
Taiwan auf einen Blick
Capital
Currency
Primary exchange
Central bank
Region
Time zone
Quelle: DGBAS Taiwan,
Country dashboard
Warum dieser Markt wichtig ist
This version combines a stylized country map with a switchable macro explorer built from official published history, using OECD primary datasets where available and World Bank annual series where coverage is otherwise incomplete.
Makro-Explorer
Variablen wechseln, den Länderkontext behalten
GDP, inflation, labor, policy, and industrial activity are shown on a quarterly path from 2000 onward, while debt and the local equity benchmark come in when usable history exists. This keeps the page focused on fiscal room and macro regime while the broader official country pipeline keeps expanding.
TWD/USD
Month-end close showing TWD per U.S. dollar from Alpha Vantage.
Verfügbare Variablen
Handel und Außenposition
Exporte, Dienstleistungen und Außenbilanz
Statt einer generischen Wand aus Makro-Karten konzentriert sich dieser Abschnitt darauf, wie das Land Nachfrage aus dem Ausland gewinnt, wo sein Handelsvorteil liegt und wie sich die Außenbilanz entwickelt.
The full export figure, combining goods and services in one line. It is the cleanest way to read how much external demand Taiwan is capturing across both physical products and higher-value intangible flows.
This is the merchandise side of exports: industrial supplies, capital goods, autos, food, and other physical products. It matters because it reflects the health of manufacturing, energy, aerospace, and the broader global industrial cycle.
This is the intangible side: finance, travel, licensing, business services, and IP-linked flows. It matters because it shows where Taiwan is strongest in higher-margin, knowledge-intensive, and branded service activities.
Rohstoff-Perspektive
Rohstoff-Exposure
Goods made up 89.0% of total exports in 2024, leaving services at 11.0%.
Goods made up 84.9% of total imports in 2024, leaving services at 15.1%.
This was the biggest WTO merchandise export group for Taiwan in 2024.
This was the biggest WTO merchandise import group for Taiwan in 2024.
Goods exports minus goods imports in 2024. A surplus here shows whether merchandise trade supports or drags on the overall external balance.
Quelle: WTO bulk download page,
Worauf man achten sollte
Leserahmen
semiconductor capex
Taiwan should first be read through semiconductor capex. When this regime shifts, local multiples and sector leadership usually shift with it.
electronics exports
The core read is usually chip capital spending, the profit cycle of foundries and component makers, and whether global technology demand is broadening beyond a single AI hardware theme. That makes electronics exports one of the most important signals for revising the country narrative.
technology profit cycle
The final layer is technology profit cycle, because it determines whether the macro backdrop turns into sustainable earnings support for the TAIEX.
Weitere Länder
Weiter durch Asia
Jede Karte öffnet dieselbe Ländervorlage mit eigener Karte, umschaltbaren Makrovariablen und Benchmark-Ansicht. Dies ist das erste verknüpfte Netzwerk von Länderseiten in der Region.
Asia
🇦🇺 Australia
A resource-and-banks market where China sensitivity, commodities, rates, and domestic housing all matter.
Asia
🇨🇳 China
A policy-shaped market where credit direction, property stabilization, and industrial strategy dominate sentiment.
Asia
🇮🇳 India
A domestic-growth market driven by credit expansion, capex, consumption, and rising equity participation.
Asia
🇯🇵 Japan
A globally exposed market where yen direction, corporate reform, and export cyclicals drive relative performance.
Asia
🇸🇬 Singapore
A financial and logistics hub where global trade, banking, property, and regional capital flows set the tone.
Asia
🇰🇷 South Korea
A manufacturing and semiconductor market tightly linked to the global electronics, memory, and export cycle.
TWD/USD
Was das signalisiert
This series uses official exchange-rate history and, when EUR is selected, derives the cross-rate from the published local-vs-USD and EUR/USD series. It helps read how the local currency is moving against the dollar or the euro, which matters for imported inflation, funding conditions, and earnings translation. Versus a year ago, the series is lower by 1.4%, which points to a softer or less supportive backdrop on this measure. Across the displayed window, the broader trend is still downward.