Geopolitics Alpha

Taiwan central bank sees exports driven by tech demand into 2027

Published . Updated .

GEOPOLITICS ALPHATaiwan central bank sees exportsdriven by tech demand into 2027GEOPOLITICS ALPHA

This report is about semiconductors and defense.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF+2.2% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF+1.8% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF-4.2% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “taiwan” (defense) in this story.

  • EWT iShares MSCI Taiwan ETF+5.9% 30d

    iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”).

  • CEW WisdomTree Emerging Currency Strategy Fund

    WisdomTree Emerging Currency Strategy Fund holds emerging-market currencies, which move on news like this from Taiwan.

  • EMB iShares J.P. Morgan USD Emerging Markets Bond ETF-2.1% 11d

    iShares J.P. Morgan USD Emerging Markets Bond ETF holds emerging-market government bonds, which react to inflation and interest-rate news like this one in Taiwan

  • EMLC VanEck J.P. Morgan EM Local Currency Bond ETF-1.8% 30d

    VanEck J.P. Morgan EM Local Currency Bond ETF holds emerging-market bonds in local currencies, which move with rate and currency news like this from Taiwan.

  • EEM iShares MSCI Emerging Markets ETF-0.3% 30d

    iShares MSCI Emerging Markets ETF is a broad fund of emerging-market stocks that includes Taiwan

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SMH+0.83%-3.38%base+3.20%+4.90%after closeafter close
SOXXNo price data for this ticker———————
ITANo price data for this ticker———————
EWTNo price data for this ticker———————
CEWNo price data for this ticker———————
EMBNo price data for this ticker———————
EMLCNo price data for this ticker———————
EEMNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Taiwan central bank sees exports driven by tech demand into 2027 Traders Union

Source: Traders Union

This story

CompanyWhenMoveStatus
SMHthat day+3.20%final price
SMHthe next day+4.90%final price
SMHthree days earlier-3.38%final price
SMHfive days earlier+0.83%final price

This story

12 out of 100

“Taiwan central bank sees exports driven by tech demand into 2027” scores 12 out of 100. The score uses 1 sources.