Taiwan's AI-Driven Export Orders Hit a Record $114 Billion as the Hardware Boom Rolls On

September export orders surged 62.4% year-on-year to a record $114.2 billion, with electronics up 71% — concrete evidence that the AI buildout is reshaping a national economy.

Taiwan's export orders surged 62.4% year-on-year in September to a record $114.2 billion, with electronics orders up 71%, according to data flagged by @dnystedt. The figures translate the abstract AI capex boom into hard national economic data: the demand for AI hardware is now visible at the level of a country's trade balance.

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