Taiwan AI Rally Lifts Delta Electronics on AI Hardware Demand
Taiwan's Taiex hit a fresh intraday high on AI optimism, with Delta Electronics up 2.67% alongside TSMC and MediaTek. The move underscores the market’s confidence in AI-driven demand and Taiwan’s critical role in semiconductors, with August export orders expected to remain resilient near 63% YoY, potentially supporting further gains in DLEGF amid AI hardware demand.
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