Taiwanese investors borrow heavily to chase TSMC-driven AI stock rally

TAIEX hits new high, driven by TSMC and AI craze - Taipei Times

TSMC rose 4.15%, driving TAIEX to 47,741.51 (+2.75%), as global AI chip demand surged. Taiwan's dominance of AI infrastructure—memory (Nanya +10%), packaging (ASE +10%), foundries (UMC +10%)—signals capacity tightness affecting procurement and sourcing decisions.