Analysis: AI Boom Is Reshaping Taiwan's Trade Performance

TaiwanPlus News 2025-12-10

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Taiwan’s exports hit a record monthly high in November, surpassing US$64 billion, and are on track to top US$600 billion for the year. These record exports are driven mainly by booming global demand for IT and AI-related products, especially servers for data centers. But the surge is uneven — traditional industries lag, creating a widening K-shaped economy and potential social inequality. TaiwanPlus spoke with Lee Torng-her, economics professor at National Dong Hwa University, to examine the forces reshaping Taiwan’s trade profile.

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