The Nvidia-Led AI Supercycle Is Accelerating — and Taiwan Just Confirmed It
Taiwan's export orders surged 59.4% to a record $95.26 billion in June, confirming the Nvidia-led AI supercycle. The Taiwan ETF is up 56% in 2026.
Taiwan sells tons of computer chips to AI companies, and their orders just hit a huge record, which shows AI demand is really strong right now. When you see Taiwan doing great, it's a sign that companies building AI tools are spending a lot of money—which can help you spot which part of the tech market is getting excited.
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