Taiwan&39;s economy in the second half of the year is exports. 

National Central University&39;s exports reached USD$39.9 billion, a 23% annual increase due to AI demand. He emphasized that maintaining this growth depends on export performance.

Wu highlighted two issues, the first being a significant correction in Taiwan&39;s exports to the U.S. accounted for 23.2% of total exports in the first half, the highest in 24 years. However, rising household debt and a 4.1% unemployment rate in the U.S. suggest declining consumer power, which could impact Taiwan's exports.

Wu adds that a potential interest rate cut by the U.S. Federal Reserve could signal a downturn in the U.S. economy. However, it would take three to six months for such a measure to impact demand, meaning short-term benefits for Taiwan's exports are unlikely.