Taiwan's economy is running hot for an eighth month in a row, good news for exporters and workers but a sign the boom is close to its historical limit.

• Taiwan's official business climate gauge stayed in the top "red" zone for an eighth straight month, one short of the record set in 2021.
• AI demand is doing the heavy lifting — factory sentiment improved as cloud giants keep building out AI computing power.
• Money supply cooled as foreign investors pulled cash out of Taiwan, the one weak spot in the reading.
• Company profits are strong enough that pay raises and dividends are expected to rise, and car sales are picking up.

Outlook: Exports and investment should keep growing into the year-end electronics build, though US tariff policy, Middle East tensions, and central bank moves are the main risks.