Reported about 1 year ago
Taiwan stock market is performing well with the potential to challenge a market value of 80 trillion. Investment trust companies are optimistic about the rebound in semiconductor stock valuations, with recent strong stock price performances indicating future growth potential, especially if the rotation of US AI-related stocks continues. New Kinpo Taiwan Semiconductor 30 ETF (00904) manager Chan Chia-feng believes that with the AI trend, both global and domestic semiconductor stocks remain in a bullish trend. As a result, the overall semiconductor group in Taiwan is benefiting from increased funding and is expected to drive valuation improvements in the future, leading to significant room for stock price growth in the medium to long term. Recommendations include focusing on advanced semiconductor processes and AI supply chains for optimal positioning, as well as considering passive investments in semiconductor market value ETFs or actively managed Taiwan stock funds to capitalize on the AI semiconductor technology sector's growth potential over the next decade.
Source: YAHOO