As AI remains a driving force in the market, technology ETFs in Taiwan have shown remarkable performances. Recent data reveals that within the past week, 9 tech ETFs surpassed the broader market, with two outstanding performers: KGI Taiwan AI 50 (00952) and Yuanta Electronics (0053), boasting returns of 8.551% and 8.733%, respectively.

Market dynamics have shown that since mid-April, Taiwan’s stock market has rebounded significantly, where electronics stocks play a key role. Last week saw a sector rotation, temporarily sidelining major electronic stocks, but small and mid-cap electronics stocks thrived, benefiting from trends related to AI.

The research team from KGI Taiwan AI 50 ETF suggests that with the easing of AI chip export restrictions, market outlook could brighten. Investors should keep an eye on stocks related to the AI server supply chain, as the future potential appears great. Ongoing investments in AI infrastructure will further support growth in this sector.