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Taiwan's Ministry of National Defense has confirmed that the delivery of long-delayed F-16V fighter jets from the United States will commence this year. This development follows a strategic visit by senior Taiwanese defense officials to the U.S. to coordinate military cooperation. Production of the advanced aircraft by Lockheed Martin (LMT) has reportedly reached full capacity, resolving previous manufacturing bottlenecks. While the delivery strengthens Taiwan's defense capabilities, it is expected to heighten geopolitical tensions between Washington and Beijing. Market analysts suggest this move could introduce volatility to Taiwanese assets and the TWD/USD exchange rate. Consequently, the impact on regional markets remains mixed as defense stocks may see gains while broader sentiment faces increased geopolitical risks.
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