Taiwan’s exports to the US pass $250 billion

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CHART 1 • Taiwan’s exports to the US pass $250 billion

Taiwan’s exports to the US grew comparatively slowly before the AI boom and were dominated by ordinary manufactured goods. However, since 2023, US mega-tech companies have sharply increased their investment in AI.

Chip fabrication, advanced packaging and electronics assembly have made the island a central supplier for the US AI boom.

As you can see here in this chart, Taiwan’s exports to the US have risen tremendously, from $76.2 billion in 2023 to over $250 billion in 2026. This is more than just about Taiwan’s semiconductor sales to the United States. The country is delivering whole data-processing units, which can include complete servers and computing assemblies that can be used in these data centres.

Source: Econovis

There is a risk, however, in the form of concentration risk. Taiwan has gained enormously from AI investment, but bilateral trade is now unusually dependent on sustained computing expenditure from America’s largest tech companies and favourable US trade policy towards Taiwan.

A data centre slowdown, export restrictions or a large rise in tariffs could hurt Taiwan’s manufacturing base and the wider Taiwanese economy.

Paid subscribers get access to the other four charts: the US factory recovery, 250 years of American energy, the collapse in solar costs and Petrobras’s turn towards China. Together, they show how the digital economy is reshaping industry and energy trade.