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15 January 2026
With US big tech companies slated to invest another US$450bn global semiconductor sales are forecast to rise from around US$700bn in 2025 to almost US$1trn this year with the bulk of growth led by logic and memory chips. As the world’s chip foundry Taiwan Inc stands to benefit disproportionately. Coupled with positive business cycle indicator readings, the forecast is for economic growth to accelerate this year and for the stock market to perform strongly.
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