Taiwan's stock market keeps hitting record highs, and the next leg up may depend on what three big tech companies say about their business — good news for investors so far.

• Weak US jobs numbers pushed back expectations of a Fed rate hike in October, lifting Wall Street and Taiwan stocks with it.
• Taiwan's index is now within reach of the 50,000 mark after three straight weekly gains.
• Investors are watching earnings calls from TSMC, Largan and Nanya Technology for signals on AI packaging, memory prices and next year's pricing.
• Tensions have cooled — the US-China tariff truce was extended and US-Iran military action paused — which helps keep the mood positive.
• Foreign money is flowing back in, mostly through ETFs, and brokerages are raising cash to ride the boom.

Outlook: Expect a choppy but upward drift, with TSMC's mid-month update as the main test of whether 50,000 holds.