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Article: US investors drive record outlay in Taiwan’s equities market on the back of AI boom

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6 / 10

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US investors have increased their holdings in Taiwan's stock market to a record 23% of total market capitalization, up from 13% a decade ago. This surge is driven primarily by the AI boom and a desire to gain exposure to Taiwan's advanced semiconductor industry.

The growth represents a long-term trend of increasing US investment in Taiwanese equities over the past ten years. Taiwan now ranks as the second-largest destination for US equity holdings in Asia, following only Japan.

The main topics covered are US investment in Taiwanese stocks, the role of the AI and semiconductor industries in driving this investment, and a comparison of US equity holdings across Asian markets.

Original URL

https://www.scmp.com/business/markets/article/3345307/us-investors-drive-record-outlay-taiwans-equities-market-back-ai-boom?utm_source=rss_feed

Source Feed

Tech - South China Morning Post

Published Date

2026-03-03 22:30

Fetched Date

2026-03-04 14:29

Processed Date

2026-03-04 15:27

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Present

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Raw Extracted Content

US investors drive record outlay in Taiwan’s equities market on the back of AI boom
US investors currently hold about 23 per cent of the Taiwan Stock Exchange’s total market capitalisation
“US ownership of Taiwan equities has been slowly inching up over the last 10 years,” said William Bratton, head of cash equity research for Asia-Pacific at BNP Paribas. “It’s at record highs.”
A decade ago, US equity ownership stood at 13 per cent.
That reflected US investors’ interest in securing exposure to Taiwan’s cutting-edge semiconductor industry, which Bratton described as “part of the current supercycle focused on AI enablers”.
Taiwan ranked second only to Japan in total US equity holdings in Asia. American investors held about US$1.25 trillion in Japanese equities at the end of 2025, equal to roughly 15 per cent of Japan’s market capitalisation, BNP Paribas data showed.