AI Data Insight
In the second quarter of 2026 (June), Taiwan's latest Non-Manufacturing Index (NMI) significantly rose to 59.9% from 58.2% in the previous month, marking the fastest pace of expansion since the end of 2021. The six-month forward outlook index simultaneously surged to 63.5%, primarily driven by the continuous spillover of AI demand, the wealth effect of the stock market, and the traditional peak summer season for domestic demand. Although the economy remains at a high level, attention must be paid in the medium to long term to the cost pass-through pressure brought by "AI inflation" and the potential crowding-out effect on end-consumer spending.