Taiwan's cybersecurity shares are on a multi-day tear, good news for holders of the sector but a sign of how fast AI-driven hacking is becoming a real threat.

• Several Taiwanese cybersecurity and cloud software stocks opened limit-up, with big buy queues stacking up and most of the group trading higher.
• The spark: Nvidia's Jensen Huang said cybersecurity is likely the next huge market for AI, since AI can now hunt for software holes on its own.
• Because attackers use AI to find weak spots, defenders need AI to watch and patch around the clock — shifting demand toward ongoing monitoring services rather than one-time software installs.
• Taiwan is already living this: hackers using AI agents mapped government systems, hit 21 of them in four days and leaked over 2,500 staff records, with nuclear and energy bodies among the targets.
• The worry is wider — Anthropic says Chinese labs tried to copy its models and Russia-linked spying used its tools, while its own CEO wants the industry to slow down.

Outlook: Expect the money to keep flowing toward security firms that can sell continuous AI-powered defense, even as Taiwan's broader market opened weak alongside a red day on Wall Street.