AI boom - partly the reason?

[Arvind]

[Darshan]

AI boom - is that partly the reason!?

[Pallavi]

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.

[Arjun]

It's basically just three stocks:
- Delta - data centres
- MediaTek - phone processors
- TSMC - chips

[Amrita]

We'll all feel the pinch when it's time to cash out.

[Balaji]

Semiconductors plus AI are a big part of that - exactly what the world needs, and they're leading the way.

[Ira]

It's propped up by just one company; any slowdown or cut in AI capex could bring the whole market down.

[Madhuri]

We call China our competitor, yet we can't even manage Taiwan.

[Rishi]

Bhai, our country is finally moving ahead a bit now.

[Seema]

Meanwhile, Nimmi aunty, they didn't overtake us - we showed them the path.

[Rekha]

AI boom - partly the reason?