Taiwan's tech sector is having a strong run, with Foxconn's AI-driven sales surging and the local stock market bouncing back hard — good news for investors.

• Foxconn posted its second-biggest month of sales ever in August, up 52% from a year earlier, on strong AI hardware orders.
• Its first eight months of sales are up 40% from last year, the best start to a year the company has had.
• Taiwan's main index jumped nearly 700 points to reclaim 46,000, with TSMC leading the gains.
• Strong US jobs numbers pushed the dollar up and gold down, though the Fed's next move likely hinges on upcoming inflation data.
• Taiwan's currency strengthened sharply against the dollar as US bond yields eased on dovish Fed comments.

Outlook: Foxconn expects the fourth quarter of demand to keep building as AI orders grow and the year-end tech season kicks in, with results likely to beat expectations barring global political or economic shocks.