Taiwan's Exports Soar to Record $61.8B Fueled by AI Hardware Demand

08.11.2025 14:58

Taiwan's exports reached an unprecedented $61.8 billion in October 2025, marking a 49.7% year-on-year increase and the first time monthly exports have crossed the $60 billion threshold. This surge was primarily driven by explosive global demand for artificial intelligence (AI) infrastructure, including servers, high-performance chips, and computing components.

The electronics sector led the growth, with electronic component exports rising 27.7% and semiconductor shipments increasing 29.2%. Information and communication technology (ICT) and audiovisual products, such as AI servers and graphics cards, saw an 86.9% jump, accounting for about three-quarters of total exports. In contrast, traditional sectors like transport equipment declined by 2.4%, highlighting a shift toward next-generation technology.

Exports to the United States skyrocketed 144.3% to $21.1 billion, fueled by AI data center build-outs and demand for Nvidia's high-end GPUs, including the upcoming Blackwell architecture. Taiwan's trade surplus expanded to a record $22.6 billion, while imports grew 14.6% to $39.2 billion, reflecting robust manufacturing momentum.

Officials project exports to reach $600 billion in 2025, with 30% annual growth, though growth may moderate to around 3.08% in 2026 as AI server shipments slow. The Taiwan Institute of Economic Research (TIER) nearly doubled its 2025 economic growth forecast to 5.94%, citing strong AI-driven investment and exports.