Overview
- Taiwan’s statistics office raised its 2026 GDP forecast to 7.71%, up from 3.54% projected in November.
- Fourth-quarter 2025 growth was revised to 12.65% year on year from 12.68%, and full-year 2025 was lifted to 8.68%, the fastest pace in 15 years.
- The agency said further upward revisions are more likely than downgrades given sustained AI-related capital spending by major cloud providers.
- Exports in 2026 are now projected to rise 22.22% versus a prior estimate of 6.32%, while inflation is forecast at 1.68%, below the central bank’s 2% target.
- Officials flagged risks from potential cuts or delays in U.S. cloud capex and broader geopolitical pressures, and one analyst expects rates to stay on hold through June.