If You Missed The Korean AI ETF Boom There Are The 2 Taiwanese Options With Direct Exposure To The Supply Chain Quick Read – EWT and FLTW surged ~90% over the past year but now trade at 31.8x earnings, already pricing in bull-case 35% earnings growth with little room for error….
Elon Musk’s Terafab tapped Intel over TSMC, but if it fails, demand would likely reinforce TSMC’s irreplaceability and flow back to Taiwan’s ecosystem. – Jensen Huang called Taiwan ‘the epicenter of the AI revolution’ as Nvidia targets $150B per year in Taiwanese investments, a 10-fold increase since 2021. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and iShares MSCI Taiwan Capped ETF didn’t make the cut. Grab the names FREE today
Taiwan manufacturing capacity Taiwan is the world’s most critical semiconductor manufacturing hub. In 2025 its economy grew by 8.68% and it exported around $550B, growing at a staggering rate of 34% YoY. Electronics traditionally represent around 33% of the total.
With the increase in CAPEX by the American and Chinese AI industry, the Taiwanese exports are becoming critical for the whole supply chain. This hyper specialized semiconductor ecosystem is what makes the island so strategically attractive for the leading-edge AI companies and investors alike. No other country combines Taiwan’s semiconductor expertise, equipment and talent on this scale.