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Feb 13, 2026
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LONG
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BofA raised Taiwan's 2026 GDP growth forecast from 4.5% to 8%. Taiwan is riding a "once in a generation" CapEx supercycle. TSMC's monthly sales track closely with this CapEx boom. The US-Taiwan trade deal removes policy overhang for the tech sector. LONG. The economy is "supercharged" by external demand for AI and hardware. A "K-shaped" economy where non-tech sectors falter could force the central bank into a difficult policy dilemma; currency swings. |
Bloomberg Markets
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