Warning from the World’s Assembly Center: Taiwan Central Bank Signals AI Bubble Risks

Taiwan, the heart of the global AI supply chain, is beginning to show signs of macroeconomic alarm. On July 9, 2026, the head of the Central Bank of Taiwan publicly warned about risks of overheating in the technology sector.

The regulator is concerned about the excessive use of leverage by companies betting solely on AI infrastructure. This signal is highly significant: Taiwanese companies are the first to see real order volumes and inventory levels. When the lead financial architect of the "world’s factory" talks about an AI bubble, it means that the growth of debt load in the sector has become noticeable at a systemic level. For investors, this is a warning that the era of easy access to capital for AI startups may be replaced by a period of rigorous asset auditing.

Source: Central Bank of Taiwan / Reuters