Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

21st Aug 2025 17:55Emerging AsiaWeekly Monitor

  • Taiwan is experiencing a boom in demand for its electronics, namely semiconductors and AI servers.
  • These are key components in the large data centres being built by Big Tech firms in the AI arms race.
  • Taiwanese exports are likely to stay strong if Big Tech continues with its capex plans.

PDF

This publication is only available to Emerging Asia (Monitor) subscribers

Related Publications

No results...

Consistently Right
Access Key Enabled Navigation
Keywords for: 26 August 2025 Emerging Asia Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence