Taiwan: AI cycle and 2H outlook – DBS
DBS Group Research, led by Ma Tieying, assesses Taiwan’s AI-driven expansion and its implications for the 2H26 outlook. The bank notes that AI remains central for Taiwan’s technology-oriented economy and that the AI supercycle is nearing a peak.
DBS Group Research, led by Ma Tieying, assesses Taiwan’s AI-driven expansion and its implications for the 2H26 outlook. The bank notes that AI remains central for Taiwan’s technology-oriented economy and that the AI supercycle is nearing a peak.
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