The OTC Buying Center and Blackstone Finance held the second "Strategic Taiwan Investment Forum" today. Blackstone Finance CEO Wen Jianxun said that Taiwan and the United States are jointly sitting on the dividends of AI. It is estimated t...
The OTC Buying Center and Blackstone Finance held the second "Strategic Taiwan Investment Forum" today. Blackstone Finance CEO Wen Jianxun said that Taiwan and the United States are jointly sitting on the dividends of AI. It is estimated that as long as TSMC rises by another 100 yuan, the total market value of Taiwan's listed OTC stocks can exceed 100 trillion, and is expected to reach the mark in 2026, and continue to challenge the world's seventh largest national stock market value.
Chen Liqing, general manager of the Overseas Marketplace, said that the company is currently committed to creating a multi-level capital market, from starting a business, developing a market to listing on the market, to help companies enter the capital market according to their development stages. This year, "Creating Market Plus" was launched to cultivate companies with potential for listing in the future. The emerging market has a price discovery function, which helps companies set their IPO prices, while the market on the market focuses on the ICT and biotechnology industries, strengthening the ability of companies to enter the capital market.
The "Strategic Taiwan Investment Forum" is the first heavyweight investment forum after the U.S. House of Representatives passed the longest government shutdown in history. Wen Jianxun bluntly said that the current market value of Taiwan stocks has reached a peak of 97 trillion yuan. Taiwan and the United States are jointly sitting on the dividends of AI. It is estimated that as long as TSMC rises by another 100 yuan, when the stock price reaches about 1,570 yuan, the total market value of Taiwan stocks will exceed 100 trillion yuan.
Wen Jianxun pointed out that the total market value of Taiwan stocks listed on the OTC market has exceeded the 100 trillion yuan mark, and is expected to reach the mark in 2026, helping Taiwan stocks continue to challenge the total market value of the world's seventh-largest national stock market. He believes that the repeated US policies have become the new normal, and investors are gradually getting used to it, but high-end shocks are inevitable.
Looking forward to 2026, Wen Jianxun believes that the three major industries of the Taiwan stock market are expected to take over, including passive, military industry, and ABF carrier boards. First of all, more and more passive component factories in Taiwan have received AI orders, and there are even new materials for next-generation product verification. When AI accounts for more and more passive production capacity, there will be a chance to repeat the price increase effect of "capacity crowding out" next year.
Wen Jianxun emphasized that the next one is the military industry group. Since the Executive Yuan has recently officially finalized the "Unmanned Vehicle Industry Development Coordination Plan", it will not only create an output value of 100 billion yuan, but also become the Asia-Pacific center of the democratic supply chain of drones. This plan will be an industry trend that will last for several years. As for ABF carrier boards, which benefit from CoWoS's continued expansion, there is still a shortage of ABF supply.
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