3 November 2025 Emerging Asia Monitor Taiwan's GDP growth still strong, but we think it's finally peaked

Taiwan’s GDP growth for Q3 b eat expectations, though it moderated slightly to 7.6% from 8.0%.
Demand for AI hardware remains solid, but supply-side factors give no indication of strong growth…
…Still, the AI boom could also be accelerating productivity gains and capital- deepening.

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