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Taiwan's Export Sector Continues to Benefit From IT Spending Boom, S&P Says

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Taiwan's tech-driven export sector continues to benefit from a rapid rise in global IT spending, which should persist in the second half of 2026, S&P Global Ratings said Thursday.

S&P expects reduced tail risks for Taiwan's nontech industries amid the reopening of the Strait of Hormuz, although other risks such as dampened China demand and rising geopolitical and trade volatilities linger.

Taiwan's financial institutions will also keep their strong credit profiles even with macro risks and market cyclicality, S&P said.

While AI-linked demand is a key growth driver, it also opens new economic sensitivities, with slower AI investment possibly hitting tech exports and growth, credit analyst Effie Tsai said.

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