Taiwan’s TWSE Index jumped 22.7% in April (to 38,926.63) and is up 34.4% year-to-date as AI-driven demand for semiconductors and cloud hardware fueled a broad rally. Tech stocks made up ~79% of turnover; average daily volume rose 187% YoY to ~NT$1.23 trillion and market cap climbed 18% to ~NT$4 trillion. Q1 GDP expanded 13.7% YoY, March exports surged 61.8% to a record $80 billion. Investor leverage and ETF activity hit records—margin loans NT$641 billion and NT$1.5 trillion of new assets into Taiwan-listed ETFs—while Nvidia strength and global cloud/A.I. data-center investments lifted demand for Taiwan’s chip and packaging suppliers.

Bullish market and demand signals: TWSE +22.7% in April and +34.4% YTD, tech = ~79% of turnover, daily volume +187% YoY to NT$1.23T, market cap +18% to NT$4T, Q1 GDP +13.7% YoY, March exports +61.8% to $80B, record margin loans NT$641B and NT$1.5T inflows into Taiwan-listed ETFs; Nvidia and major cloud investments cited as demand drivers.