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Taiwan says it is in continuous talks with US about arms sales

Taiwan is in continuous talks with the United States about arms sales and has received reassurances since the Washington summit between the US and Chinese ​leaders that US policy on Taiwan has not changed, the defence minister ‌said on Tuesday.

Reuters • Sep 28, 2026
EWT: High AI Potential, Tremendous Geopolitical Risks As China Preps For A Blockade

iShares MSCI Taiwan ETF remains a buy due to Taiwan's central role in AI and semiconductors, despite elevated geopolitical risks. TSMC dominates EWT's portfolio, underlining the ETF's heavy exposure to advanced chip manufacturing and AI supply chains. Valuations are reasonable for tech: EWT's PE is 21.55 and PS is 2.16, with TSMC's metrics higher but justified by its industry position.

Seeking Alpha • Sep 3, 2026

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