AI Boom in the US Drives 422% Spike in Taiwanese Tech Exports

  • Taiwanese firms’ exports of GPUs have surged over past year
  • Total shipments grew 23.5% in June, fastest pace since 2022
TSMC Chip Sales Surge on AI Infrastructure Demand

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The boom in AI is driving a surge in Taiwanese exports, with the island’s companies shipping more than $42 billion worth of graphic processing units and related equipment over the past year, up from almost nothing in recent years.