O
Orina Chang
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Jun 7, 2026
2026 Market Forecast: AI Boom, China Slowdown and Taiwan Stocks
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15:04

Divya GopalanHOST
For investors, should you keep investing in the market, expecting it to go further?

Orina ChangGUEST
Well, I think when people say that, it's mostly talking about TSMC, right? Taiwan Semiconductor, because I think that accounts for, what, 40-some percent of the index in Taiwan.

Orina ChangGUEST
One is that Taiwan doesn't have enough companies that's listed, that's healthy, right? That's number one.

Orina ChangGUEST
And number two, well, it's pretty much the same thing is that Taiwan semiconductor is the market.

Orina ChangGUEST
And so that's why, you know, when you say Taiwan is hitting an all-time high and is it going to continue? Well, then we're really talking about is TSMC going to continue to perform? That's really kind of the gist of it.

Orina ChangGUEST
I would say yes, right? Because it's really a monopoly, right? It supplies more than 90% of the high-end chips and no one else could do that.
7 MINS LATER