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Taiwan — Market Overview

Asia>Taiwan

🇹🇼 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.

Mapa regional

Datos clave

Taiwan de un vistazo

Capital

Taipei

Currency

New Taiwan Dollar (NT$)

Primary exchange

TWSE

Central bank

Taiwan Central Bank

Region

Asia

Time zone

Asia/Taipei

Fuente: DGBAS Taiwan,

Country dashboard

Por qué importa este mercado

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.

Explorador macro

Cambia de variable sin perder el contexto del país

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.

26,000028,000030,000032,000034,000020102011201220132014201520162017201820192020202120222023202420252026
Haz clic en un año para ampliar desde ese punto.

Variables disponibles

TWD/USD

31,5870
Tendencia 1A-1.4%
Crecimiento medio+0.0%

Qué señala esto

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.

Comercio y posición externa

Exportaciones, servicios y balanza externa

En lugar de un muro genérico de tarjetas macro, esta sección se centra en cómo el país capta demanda del exterior, dónde está su ventaja comercial y cómo evoluciona la balanza externa.

Comercio total TaiwanNT$1,0 B
Bienes
Servicios
Bienes
Servicios
ExportaciónNT$533,1 mil M
NT$472,3 mil MImportación
Balanza externa2024
Exportaciones +NT$533,1 mil M
Importaciones -NT$472,3 mil M
Saldo+NT$60,8 mil M
NT$533,1 mil M
Total exports

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.

NT$474,4 mil M
Goods exports

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.

NT$58,8 mil M
Services exports

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.

Composición del comercio

Qué exporta el país

Enfoque en materias primas

Exposición a materias primas

Goods share of exports89.0%

Goods made up 89.0% of total exports in 2024, leaving services at 11.0%.

Goods share of imports84.9%

Goods made up 84.9% of total imports in 2024, leaving services at 15.1%.

Largest export goods bucketManufactures 93.6%

This was the biggest WTO merchandise export group for Taiwan in 2024.

Largest import goods bucketManufactures 72.3%

This was the biggest WTO merchandise import group for Taiwan in 2024.

Merchandise balance$73.3B

Goods exports minus goods imports in 2024. A surplus here shows whether merchandise trade supports or drags on the overall external balance.

Qué vigilar

Marco de lectura

01

semiconductor capex

Taiwan should first be read through semiconductor capex. When this regime shifts, local multiples and sector leadership usually shift with it.

02

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.

03

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.

Otros países

Continúa por Asia

Cada tarjeta abre la misma plantilla de país con su propio mapa, variables macro intercambiables y vista de referencia. Es la primera red enlazada de páginas de país de la región.