Why Taiwan’s Stock Market Is Outperforming in 2026

International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations · Jun 20, 2026 · 7m · transcript

While U.S. indices hover near records, Taiwan’s benchmark has surged over 20% year-to-date. Lucas and Luna explore how the island’s dual engines—semiconductor dominance and a booming AI supply chain—are drawing global capital. They break down the role of TSMC’s capacity expansions, the ripple effects on the Taiwan dollar, and why foreign investors are piling into ETFs like EWT, which gained 7.2% in the past week alone. The conversation also touches on the risks: geopolitical flashpoints and the narrowness of Taiwan’s rally. A focused look at one of 2026’s hottest equity markets, grounded in…