If You Missed The Korean AI ETF Boom There Are The 2 Taiwanese Options With Direct Exposure To The Supply Chain
Taiwan is the world's most critical semiconductor manufacturing hub.
Taiwan-listed Ennoconn offers to buy Austria's Kontron in $1.7 billion deal
Taiwan-listed technology firm Ennoconn Corp said on Wednesday it has launched a takeover bid for Austria-based Kontron , offering 23.50 euros per share to all its shareholders.
How a few AI chip giants warped Asia's stock picking game
Sam Konrad's stocks are having a fantastic year, thanks to AI-fueled rallies in Taiwan and South Korea, but his fund is so top heavy with winners, he now needs to ditch his best performers.
$10,000 in Taiwan's ETF Became $16,178 in Five Months While the S&P 500 Limped to $11,093
A $10,000 stake in the iShares MSCI Taiwan ETF (NYSEARCA:EWT) on the last trading day of 2025 was worth about $16,178 five months later, after the fund rose from about $64 to $103 between December 31, 2025 and May 29, 2026.
At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage
At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure.
EWT: AI Revolution Meets The Geopolitical Shadow And Stretched Valuation
The iShares MSCI Taiwan ETF offers concentrated exposure to Taiwan's booming technology sector, with TSMC as its dominant holding. EWT is strategically positioned at the center of the global AI infrastructure surge, benefiting from hyperscaler capex and robust semiconductor demand. Despite stellar recent performance and strong macro tailwinds, EWT now trades at a significant valuation premium (25.25x P/E vs. 10-year average of 15x).
Taiwan tracks second Chinese 'combat' patrol in a week, sends ships and jets to monitor
Taiwan sent ships and fighter jets to monitor the second Chinese "joint combat readiness patrol" in a week near the island, as Taipei steps up its guard over Beijing's activities.
US concerned by Taiwan defence delay 'concession' to China
Further delays to Taiwan military spending are a "concession" to China, the U.S. State Department said, as Taipei's defence ministry detailed the impact of projects excluded from a package passed by the opposition-controlled parliament.
Retirees Are Using EWT to Ride Taiwan’s Semiconductor Dominance
Most semiconductor ETFs spread exposure across the US, Netherlands, and South Korea. EWT takes a different approach, putting you squarely in Taiwan, the island manufacturing the chips powering AI servers, smartphones, and data centers worldwide. For retirees who want a slice of the semiconductor boom without building a stock portfolio from scratch, that specificity is... Retirees Are Using EWT to Ride Taiwan's Semiconductor Dominance.
ETFs to Gain as US & Taiwan Sign Trade Deal to Reduce Tariffs to 15%
A new US-Taiwan trade deal cuts tariffs to 15%, putting ETFs like EWT into focus.
EWT: Taiwan A Quiet Emerging Market Leader, Fresh All-Time High, Reiterate Buy
iShares MSCI Taiwan ETF (EWT) remains a buy, supported by attractive valuation and robust technical momentum. EWT boasts a 4.18% yield, a PEG ratio below 1, and a dominant 66% IT sector allocation led by TSM. Technical indicators signal bullish continuation, with a new upside target near $74 following an all-time high close.
EWT: Benefitting From The TSMC Surge, But Looks Overbought Now
EWT which covers 100 Taiwanese stocks, most of which are giant and large-caps is up by 25% YTD and outperforming global markets but underperforming emerging markets. EWT's performance is closely tied to TSMC, whose recent rally appears sentiment-driven as future growth and margins are expected to moderate. Taiwan's robust GDP and export growth backdrop support EWT, but semiconductor exports which have not been subject to a tariff rate, could face this risk going forward.
