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Economists warn Taiwan’s 11% growth outlook may not last
They cite risks from a potential capex slowdown, broader macro weakness, and Taiwan’s heavy concentration in semiconductors.
CNBC Markets reports economists are questioning the durability of Taiwan’s AI-fueled economic growth outlook that targets 11% GDP growth.
According to the report, the concern is that Taiwan’s expansion could moderate if capital expenditure slows, if the broader macroeconomic environment weakens, or if the economy faces a downturn.
The outlet also points to Taiwan’s semiconductor concentration as a vulnerability, implying that growth driven by the AI and chip cycle could be more prone to swings than a more diversified expansion.