What is the 'second buying opportunity' in Taiwan stocks?

A strategic entry point during a volume-contraction pullback before the next uptrend.

How will AI infrastructure investment affect U.S. GDP?

JPMorgan and Morgan Stanley project 1.0% annual GDP growth contribution by 2026–2027.

What opportunities do Taiwan's ABF substrate makers have?

Rising AI server demand may cause 20%-30% supply shortages, driving price and volume growth.

Which Taiwan AI-related stocks should investors watch?

TSMC, Delta, Nanya PCB, and Winbond are key semiconductor and infrastructure plays.

What is Goldman Sachs' forecast on AI-driven productivity gains?

AI could boost global annual GDP by $7 trillion through 15% labor productivity gains.

Is Taiwan Stock's Volume Contraction Pullback Creating a 'Second Buying Opportunity'? Four Stock Selection Directions to Capture the Next Major Market Rally!

Published Aug 10, 2026 9:30 AM ・ Updated Aug 10, 2026 10:10 AM ・ 9 min read ・ Source: PR Times

With Taiwan stocks pulling back on reduced volume, a 'second buying opportunity' may be emerging. AI-related semiconductor, ABF substrate, and memory stocks are highlighted as key drivers for the next market upswing, fueled by strong U.S. AI infrastructure investment.

Major institutions forecast that the overall size of the U.S. economy will exceed $32 trillion by 2026, with GDP growth projected between 2.0% and 2.8%. Market statistics indicate that capital expenditures by the five largest hyperscale data centers this year will surpass $790 billion, accounting for approximately 2.5% of this year's U.S. GDP.

Jamie Dimon, CEO of JPMorgan Chase, stated that the market may be underestimating the impact of AI infrastructure investment on the U.S. economy. He predicts that AI infrastructure development will contribute 1.0% to GDP growth in both 2026 and 2027. Based on current institutional GDP growth forecasts for the U.S., this represents a contribution of 35% to 50%.

According to a recent report by Goldman Sachs, AI will drive U.S. economic growth, with widespread AI adoption expected to increase labor productivity by approximately 15% over the next decade, boosting global annual GDP by as much as $7 trillion. The U.S. core inflation rate is expected to approach 3% by December 2026 and return to around 2% by 2027. Capital is expected to rotate among AI software and hardware, hyperscale data centers, and infrastructure suppliers, with the S&P 500 index projected to reach a 12-month target of 8,300 points.

While major investment institutions differ in their forecasts for the scale of AI investment and its share of U.S. GDP growth, they agree on the direction of sustained growth through 2030 and a high contribution to U.S. GDP. With continued growth in U.S. GDP and corporate earnings, the bullish trend in U.S. equities is expected to persist.

By 2027, AI-related capital expenditures by the five major hyperscale data centers are expected to exceed $1 trillion, with Morgan Stanley forecasting as high as $1.2 trillion. AI capital spending is expected to remain large-scale and high-growth, benefiting Taiwan's supply chain. For example, due to increased AI server shipments and higher specifications, the market forecasts a supply shortage of ABF substrates exceeding 20% next year, with some estimates exceeding 30%. ABF substrate suppliers are expanding production capacity, leading to rising prices and volumes, with sustained revenue growth expected. Investors should not miss out on related supply chain opportunities.

Stocks with pricing potential include ABF substrates and memory. Additionally, four key themes—AI high-performance stocks and semiconductor stocks with explosive July revenues—are seen as leading indicators for Taiwan's market strength. Notable stocks include: On Thursday and Friday last week, Taiwan stocks pulled back on reduced volume, signaling the emergence of a 'second buying opportunity.' Investors who don't want to miss out again are encouraged to join https://user225916.pse.is/money668.

The 'second buying opportunity' in Taiwan stocks has arrived. Lows won't wait—want to participate in the next rally? Join https://user225916.pse.is/money668.

Message 【+1】 to receive a limited-time exclusive offer.

Message 【2344】 to receive Winbond Electronics' earnings call materials.

Semiconductors: TSMC (2330-TW), Creative Electronics (3443-TW), MediaTek (2454-TW), Aptina (6531-TW), Innolux (3481-TW), Syscom (6139-TW), Seng Mag (8091-TW)

AI High-Performance Stocks: Delta Electronics (2308-TW), Lite-On Technology (2301-TW), New Strong (4931-TW), Chuan-Hu (2059-TW), Qioptiq (3017-TW), Ken Tech (3653-TW), Eclat Textile (2486-TW), Wistron NeWeb (6669-TW), Foxconn (2317-TW)

ABF Substrates: Nanya PCB (8046-TW), Unimicron (3037-TW), Kinsus (3189-TW), Zhen Ding Tech-KY (4958-TW)

Memory: Nanya Technology (2408-TW), Winbond Electronics (2344-TW), Macronix (2337-TW)

More industry trend forecasts and real-time market updates are available on Professor Yeh's LINE@:

LINE@ ID: @money668 (remember to include @)

https://user225916.pse.is/money668

After joining, leave a message saying 'CNBC' so I know where you heard about me. You'll be prioritized for promotions and giveaways!

Source: Moore Investment Consulting – Analyst Jason Yeh

The securities recommended and analyzed by our company have no improper financial interests. Past performance does not guarantee future profits. Investors should make independent judgments, conduct careful evaluations, and assume investment risks on their own.

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Source: PR Times
Category: Survey

Is Taiwan Stock's Volume Contraction Pullback Creating a 'Second Buying Opportunity'? Four Stock Selection Directions to Capture the Next Major Market Rally!

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