台積電七月營收年增45%，身為輝達與蘋果主要晶片代工廠的台積電也上調了全年資本支出與營收預測，顯示AI需求熱潮將延續至2027年及以後。台灣在全球主要經濟體中表現亮眼，遠超南韓今年預估的3.3%成長率，凸顯其作為AI晶片製造核心的獨特優勢。
強勁的經濟擴張與股市接近歷史高點推升了民間消費，但通膨率預估達2.07%，高於央行2%的警戒水準。這使得台灣央行轉向鷹派的可能性升高，彭博經濟研究預測央行可能在九月的季度會議上升息12.5個基點，結束自2019年以來最長的利率按兵不動期。
Taiwan raised its 2026 GDP growth forecast to 11.05%, which would mark the highest figure since 1987 and the first double-digit expansion since 2010. Second-quarter GDP surged 12.93%, driven by insatiable global demand for AI-related products such as semiconductors and servers. Exports are projected to grow 41.19% this year, with total export volume expected to surpass $1 trillion for the first time in 2027.
TSMC reported a 45% jump in July sales and raised its full-year spending and revenue guidance, reflecting confidence that AI-fueled demand will persist well beyond 2027. Taiwan is poised to deliver one of the strongest economic performances among major economies this year, far outpacing South Korea's projected 3.3% growth and underscoring the island's pivotal role in the global AI supply chain.
Robust economic growth and a near-record stock market have boosted private consumption, yet inflation is forecast at 2.07%, exceeding the central bank's 2% alert threshold. This combination raises the likelihood of a hawkish pivot by the central bank, with Bloomberg Economics predicting a 12.5-basis-point rate hike at the September quarterly meeting, ending the longest stretch of rate holds since 2019.