Ignoring AI bubble fears, investors bet Nvidia and Google will fuel Taiwan stocks to record

Taiwan’s tech-heavy stocks show few signs of slowing a rally even as AI bubble worries cast a shadow over global markets, underscoring home-grown confidence in the structural advantages in AI that foreign investors may have overlooked.

Taiwan’s benchmark index is poised to breach a record 30,000 points in 2026, investors say, extending a three-year surge that has seen the stock market nearly double as the island rides a wave of demand for chips that power artificial intelligence.

While foreign money worries about stretched AI valuations, Taiwanese…