UOB Asset Management Bullish on AI-Led Taiwan Stock Trend as 00918 ETF Tops NT$100 Billion

UOB Asset Management (Taiwan) said AI technology remains the main driver of long-term growth in Taiwan stocks, with a short-term pullback leaving earnings momentum in the semiconductor sector and its supply chain intact. The UOB Taiwan High Dividend 30 ETF (00918), listed on November 24, 2022, combines high-dividend and growth themes and has become an important vehicle for investors seeking exposure to the AI boom.

Taiwan stocks swung by more than 1,000 points at one stage in July 2026. UOB Asset Management (Taiwan) viewed the move as a healthy correction within a bull market rather than a trend reversal. Supported by its distribution record and the performance of AI-related stocks, 00918 formally surpassed NT$100 billion in assets, while its total return including distributions since listing is closing in on 200%.