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Taiwan November export orders hit record high on strong AI demand
Wednesday, December 24, 2025 at 01:07 AM
Taiwan's export orders for November reached a record US$72.9 billion, representing a 39.5% year-on-year increase driven primarily by artificial intelligence demand. Information technology and communications products saw a growth of 69.4%, while electronics rose 47.9%. Orders from the United States and ASEAN countries grew by 56.1% and 60.2% respectively, with full-year figures through November also hitting a record high.
Context
Taiwan’s November export orders surged 39.5% year-on-year to a record US$72.9 billion, significantly outpacing market expectations. This growth was driven by intense demand for artificial intelligence infrastructure, with orders for IT and communications products jumping 69.4% and electronics rising 47.9%. Geographically, orders from the US and ASEAN regions soared by 56.1% and 60.2% respectively, highlighting a robust and broad-based global appetite for high-performance computing hardware.
These figures provide a highly bullish signal for Nvidia, AMD, and TSMC, confirming that the AI infrastructure build-out is accelerating rather than cooling. As TSMC scales production for advanced nodes to meet the needs of its largest clients, the record $666.6 billion in year-to-date orders suggests sustained momentum. With December projections holding steady between $72 billion and $74 billion, the semiconductor supply chain is entering the new year with peak demand levels and high revenue visibility.
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