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Categories => Personal Finance & Investing => Topic started by: Arvind on May 26, 2026, 01:20 PM

Title: AI boom - partly the reason?
Post by: Arvind on May 26, 2026, 01:20 PM
(https://i.ibb.co/RpZy4mg8/3dwx7uxbfe3h1.jpg)


(https://i.ibb.co/6J84rqS5/063n6fwsee3h1.jpg)
Title: Re: AI boom - partly the reason?
Post by: Darshan on May 26, 2026, 01:20 PM
AI boom - is that partly the reason!?
Title: Re: AI boom - partly the reason?
Post by: Pallavi on May 26, 2026, 01:20 PM
As of May 2026, TSMC makes up over 42% of the Taiwan Stock Exchange's benchmark index. That huge weight is a main reason the index is doing well, because the firm has ridden the global AI boom.

In short - the whole market's fate is tied to TSMC.
Title: Re: AI boom - partly the reason?
Post by: Arjun on May 26, 2026, 01:20 PM
It's basically just three stocks:
- Delta - data centres
- MediaTek - phone processors
- TSMC - chips
Title: Re: AI boom - partly the reason?
Post by: Amrita on May 26, 2026, 01:20 PM
We'll all feel the pinch when it's time to cash out.
Title: Re: AI boom - partly the reason?
Post by: Balaji on May 26, 2026, 01:20 PM
Semiconductors plus AI are a big part of that - exactly what the world needs, and they're leading the way.
Title: Re: AI boom - partly the reason?
Post by: Ira on May 26, 2026, 01:20 PM
It's propped up by just one company; any slowdown or cut in AI capex could bring the whole market down.
Title: Re: AI boom - partly the reason?
Post by: Madhuri on May 26, 2026, 01:20 PM
We call China our competitor, yet we can't even manage Taiwan.
Title: Re: AI boom - partly the reason?
Post by: Rishi on May 26, 2026, 01:20 PM
Bhai, our country is finally moving ahead a bit now.
Title: Re: AI boom - partly the reason?
Post by: Seema on May 26, 2026, 01:21 PM
Meanwhile, Nimmi aunty, they didn't overtake us - we showed them the path.
Title: Re: AI boom - partly the reason?
Post by: Rekha on May 26, 2026, 01:21 PM
AI boom - partly the reason?
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