Taiwan Stocks Could Test 40,000 by End-2026 as AI Infrastructure Generates Revenue

The bullish outlook for Taiwan stocks rests largely on AI infrastructure investment gradually translating into tangible corporate revenue and continued earnings growth across Taiwan's semiconductor supply chain. The Securities Investment Trust and Consulting Association believes that highly visible AI orders remain an important foundation for market confidence, even as geopolitical uncertainty persists.

Association Chairman You Chao-wen recently said Taiwan stocks could test 40,000 by the end of 2026, supported by AI industry profits and growth at semiconductor companies. The reports did not provide a figure for new investment, but stressed that the index's ability to break through that threshold will depend on companies delivering revenue and earnings, rather than valuations being driven solely by market themes.