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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.

Carte régionale

Faits clés

Taiwan en un coup d'œil

Capital

Taipei

Currency

New Taiwan Dollar (NT$)

Primary exchange

TWSE

Central bank

Taiwan Central Bank

Region

Asia

Time zone

Asia/Taipei

Source : DGBAS Taiwan,

Country dashboard

Pourquoi ce marché compte

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.

Explorateur macro

Changez de variable, gardez le contexte du pays

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
Cliquez sur une année pour zoomer à partir de ce point.

Variables disponibles

TWD/USD

31,5870
Tendance 1 an-1.4%
Croissance moy.+0.0%

Ce que cela signale

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.

Commerce et position extérieure

Exportations, services et balance extérieure

Plutôt qu'un mur générique de cartes macro, cette section se concentre sur la manière dont le pays attire la demande étrangère, où se situe son avantage commercial et comment évolue sa balance extérieure.

Échanges totaux TaiwanNT$1,0 Bn
Biens
Services
Biens
Services
ExportationNT$533,1 Md
NT$472,3 MdImportation
Balance extérieure2024
Exportations +NT$533,1 Md
Importations -NT$472,3 Md
Solde+NT$60,8 Md
NT$533,1 Md
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 Md
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 Md
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.

Composition des échanges

Ce que le pays exporte

Prisme des matières premières

Exposition aux matières premières

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.

Ce qu'il faut surveiller

Grille de lecture

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.

Autres pays

Poursuivez à travers Asia

Chaque carte ouvre le même modèle de pays avec sa propre carte, des variables macro permutables et une vue de référence. C'est le premier réseau lié de pages pays de la région.