台积电七月营收年增45%，身为辉达与苹果主要晶片代工厂的台积电也上调了全年资本支出与营收预测，显示AI需求热潮将延续至2027年及以后。台湾在全球主要经济体中表现亮眼，远超南韩今年预估的3.3%成长率，凸显其作为AI晶片制造核心的独特优势。
强劲的经济扩张与股市接近历史高点推升了民间消费，但通膨率预估达2.07%，高于央行2%的警戒水准。这使得台湾央行转向鹰派的可能性升高，彭博经济研究预测央行可能在九月的季度会议上升息12.5个基点，结束自2019年以来最长的利率按兵不动期。
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.