Pantheon Macroeconomics

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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.

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Keywords for: 26 August 2025 Emerging Asia Monitor

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