Taiwan’s Tech Triumph: AI Demand Propels Exports to New Heights
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Taiwan’s exports surged nearly 50% year-on-year on AI-driven chip demand, underscoring its pivotal role in the global tech supply chain while the EU and UK fall behind.
Taiwan is experiencing explosive export growth — $61.8 billion in October, up 49.7% year-on-year — driven by global demand for AI-related semiconductors and components. The island functions as a critical assembly hub, importing memory chips and integrated circuits from China, South Korea, and the US, then exporting finished products largely to America for data-centre construction. Taiwan’s boom illustrates how technological innovation is reshaping trade patterns, while the EU and UK face a competitive disadvantage from over-regulation, Brexit disruption, high energy costs, and protectionist drift — a reminder that innovation and trade openness go together.
Originally published on Substack, November 10, 2025.