US stock markets saw the S&P 500 and Nasdaq reach new highs, driven by AI concept stocks. The Philadelphia Semiconductor Index surged 2.57%, and TSMC's ADR rose 0.63%, which analysts believe will benefit the Taiwan stock market, despite potential profit-taking pressure. The market is closely watching US President Trump's visit to China, specifically whether technology bans will be eased. If China permits the import of Nvidia chips, it will significantly boost Nvidia and its Taiwanese supply chain partners.