- Orders from China +11.6% y/y vs -0.7% in prior month
- Ministry sees 2025 full-year order value hitting record
- Ministry sees October orders between +23.7% and +27.3% y/y
- Ministry cautious about outlook on US trade policy, geopolitical risks
Taiwan’s export orders in September surged far beyond expectations, underscoring the island’s critical role in the global technology supply chain and the accelerating demand for artificial intelligence (AI) hardware. According to the Ministry of Economic Affairs, orders rose sharply from a year earlier, reversing recent declines and beating analyst forecasts by a wide margin. The rebound was largely driven by robust demand for semiconductors, high-performance computing components, and networking equipment essential for AI data centers.
The surge reflects how Taiwan’s key manufacturers—particularly TSMC, MediaTek, and other chip suppliers—continue to benefit from the AI-driven boom reshaping global electronics. Orders from the United States and Europe saw double-digit growth, while demand from China stabilized after months of contraction. Analysts noted that AI infrastructure investments, including GPUs, memory chips, and advanced packaging services, are fueling a new cycle of tech spending.
Looking forward, Taiwan’s export momentum is expected to remain strong through late 2025 as AI applications expand into smartphones, automotive systems, and industrial automation. Despite geopolitical headwinds and cyclical uncertainty, Taiwan’s technology sector remains a cornerstone of global innovation, with AI demand providing a powerful buffer against broader economic slowdowns.
Taiwan September export orders sharply beats forecasts on strong AI demand
Taiwan's export orders rose more than expected in September, increasing for an eighth consecutive month, as the island's growth as an essential hub for the artificial intelligence (AI) industry offset worries about U.S. tariffs.
www.reuters.com