Taiwan: Industrial Production Bounce But Chip Shortage Risk Remains

That means Taiwan's water shortages will continue to result in flows of production activities away from Taiwan to other economies.

3. The technology war between the US and China means that this could create extra risks for Taiwanese semiconductor companies if more chip production is moved to Mainland China.


Taiwan 1Q21 GDP will be released on 30 April. We expect growth of 5.5% YoY.

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Disclaimer: This publication has been prepared by the Economic and Financial Analysis Division of ING Bank N.V. (“ING”) solely for information purposes without regard to any ...

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