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Taiwan Just Overtook China — And AI Is The Reason Why - Taiwan Semiconductor (NYSE:TSM)
Taiwanese shipments to the US surged 200.7% in tech products amid AI demand, surpassing China as US imports shifted due to tariffs and new trade agreements.
- On February 19, U.S. data showed U.S. imports from Taiwan exceeded China in December, with shipments rising to $24.7 billion and U.S. purchases from China plunging 44% to $21.1 billion.
- Taipei's Ministry of Finance said shipments of information, communications and audiovisual products to the US rose 7.71%, and last week Taipei signed a trade deal lowering tariffs to 15%.
- U.S. trade balances reveal the 2025 deficit with China fell to $202.1 billion while Taiwan's deficit more than doubled to almost $147 billion, with a $12.7 billion December gap trailing only the EU, Taiwan, Vietnam, and Mexico.
- Taipei's statistics bureau upgraded its 2026 GDP growth estimate to 7.71 from 3.54, while Taiwan Semiconductor shares moved into positive territory on AI hardware demand.
- Brendan Murray, Bloomberg analyst, noted that the tariff system reroutes trade as `computer equipment, chips, and things that are fueling the AI boom coming from countries like Taiwan` flow freely, exposing `holes in the tariff wall around the U.S. economy`.
11 Articles
11 Articles
U.S. Imports from Taiwan Surpass China for First Time in Decades.
PULSE POINTSWHAT HAPPENED: Taiwan’s exports to the United States surpassed those to China for the first time in decades, according to new U.S. Department of Commerce data.WHO WAS INVOLVED: The United States, China, Taiwan, the U.S. Department of Commerce, Taiwanese chipmakers, and Taiwan’s Directorate-General of Budget, Accounting and Statistics.WHEN & WHERE: December 2025 trade data reflects U.S.-Taiwan commerce and broader global trends and wa…
US Imports More From Taiwan Than China for First Time in Decades
The US imported more from Taiwan than China for the first time in decades as President Donald Trump’s tariffs reshape trade flows while a global boom in artificial intelligence fuels demand for tech products.
For the first time in decades, the United States imported more goods from Taiwan than from China. President Donald Trump's tariffs are changing trade flows, and the global artificial intelligence boom is fueling demand for high-tech products.
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