DBS Group Analysis expects Taiwan’s upcoming January export orders and industrial manufacturing to indicate robust double-digit progress, helped by final yr’s low base and strong world AI-driven demand, alongside semiconductor and ICT stock restocking. February CPI is forecast above 1.5% on holiday-related meals and companies costs. The statistics company’s upgraded 2026 GDP and CPI forecasts broadly match DBS projections.
AI demand and restocking drive momentum
“A set of financial knowledge might be launched this week following the Chinese language New 12 months vacation.”
“January export orders and industrial manufacturing are prone to put up robust double-digit progress, pushed partly by a low base impact from final yr’s CNY vacation and partly by sustained growth in world AI demand, in addition to stock restocking within the semiconductor and broader ICT sectors.”
“February CPI inflation is anticipated to rise to above 1.5%, up from 0.7% in January, reflecting greater meals and companies costs through the CNY vacation interval.The nationwide statistics company has not too long ago revised up its 2026 GDP progress forecast to 7.7% and barely adjusted its 2026 CPI inflation forecast to 1.7%.”
(This text was created with the assistance of an Synthetic Intelligence device and reviewed by an editor.)
