$TSM catches the AI bid again as Taiwan breaks back to highs ⚡
Taiwan’s market is flashing a fresh risk-on signal, with the Weighted Index up about 1.8% and TSMC gaining as investors rotate back into AI exposure despite Middle East tensions. The move matters because it shows institutions are leaning into the long-term AI story again, with Taiwan now up roughly 25% year to date and fully recovering the post-conflict drawdown.
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