Taiwan September Export Orders Surge 30.5% Driven by AI Demand

Taiwan's export orders surged 30.5% year-on-year to a record $70.22 billion in September 2025, marking the eighth consecutive month of growth and far exceeding analysts' expectations. This robust increase was driven mainly by strong demand in the electronics sector, particularly for AI servers, information and communication products, and high-performance computing devices, which continue to fuel Taiwan's role as a key technology manufacturing hub. Despite challenges such as the 20% U.S. tariffs imposed under President Donald Trump's administration, Taiwan's government views these tariffs as temporary and is actively negotiating for more favorable terms. Regional export growth was broad-based, with significant increases from the U.S., China, Japan, Europe, and ASEAN countries. While tech-related industries thrived, traditional sectors like plastics, rubber, and textiles faced declines. Overall, Taiwan's export outlook remains strong, with expectations for record-high export orders through the end of 2025, supported by expanding AI applications and seasonal demand.