Economists warn Taiwan's AI-fueled 11.05% GDP growth forecast for 2026 is likely unsustainable, citing risks from capex slowdowns and semiconductor concentration
Taiwan's statistics agency recently projected an 11.05% GDP growth for 2026, an increase from its 9.64% forecast in May. However, economists from Maybank, Tiger Fund Management, BMI, EIU, and UOB suggest this pace is unlikely to be sustained. They point to vulnerabilities such as a potential slowdown in AI investment and overall macroeconomic downturns, the economy's heavy reliance on the semiconductor industry, rising global interest rates impacting startups, and heightened tensions with Beijing. Additionally, stagnant real wage growth indicates an uneven distribution of the AI boom's benefits.
Source:CNBC头条 · Source Link
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