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Taiwan's semiconductor sector has seen a surge in exports, particularly to the US, driven by AI-related demand and state-supported industrial policies. Taiwan Semiconductor Manufacturing Company (TSMC) leads the industry, accounting for over 40% of the Taiwan Stock Exchange.

The country's technology ecosystem is bolstered by proximity to China and favorable trade relations with the US. Despite geopolitical tensions, experts view investment in Taiwan as increasingly secure, with companies like ASE Technology and MediaTek benefiting from TSMC's growth.