TAIWAN SEMICONDUCTOR MANUFACTURING

HON HAI PRECISION INDUSTRY LTD

DELTA ELECTRONICS INC

MEDIATEK INC

Markets are treating geopolitical risks as background noise while riding an AI-driven capital spending supercycle. The S&P 500 approaches its longest weekly winning streak since 2023, with Treasury yields acting as the critical pressure valve. North Asian markets, particularly South Korea, Taiwan, and Japan, are emerging as AI infrastructure winners, while Southeast Asia lags due to energy vulnerability and currency weakness.

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The iShares MSCI Taiwan ETF seeks to track the investment results of an index composed of Taiwanese equities.

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