AI Data Insight
Taiwan's latest data (Q2 2026) shows the manufacturing PMI further climbed to 61.4% from the previous 60.3%, marking a more than four-and-a-half-year high and eight consecutive months of expansion. This was primarily driven by demand for AI servers and semiconductor fab construction, coupled with proactive inventory stockpiling by manufacturers triggered by geopolitics. Looking ahead, driven by the electronics and optical industries, the economic outlook for the next six months remains relatively optimistic, though potential risks of rising raw material costs and shifts in customer inventory levels require attention.