This shift marks a significant milestone in the global trade realignment. The "golden cross" in Taiwan's exports—where the U.S. share surpassed China's for the first time in decades—is being driven by a surge in high-tech shipments, particularly AI-related semiconductors . This reflects the broader "non-red supply chain" restructuring, where strategic industries are moving away from China due to tariffs and geopolitical tensions . While this bolsters the U.S. tech industry and AI infrastructure, it also creates new economic dependencies and makes Taiwan more vulnerable to U.S. trade policy, given its resulting massive trade surplus with the U.S. .
What products? Do you know?
I find this a tad hard to believe, given how small Taiwan is
chips, ram, electronics assembly, telecom equipment... that sort of things
Other famous Taiwanese exports (such as Oolong tea or exotic fruits, sports equipment, yachts) play less of a role here.
Thanks for letting me know.
Anything concerning Taiwan is interesting for me given my Chinese lineage
The growth from Taiwan is probably all driven by the price of microchips
I knew silicone chips were selling like hot cakes but I didn't know they were outselling the worlds factory. It's remarkable.
TSMC singlehandedly boosted the tourism of Kumamoto Prefecture, Japan by setting up a semiconductor company there
This shift marks a significant milestone in the global trade realignment. The "golden cross" in Taiwan's exports—where the U.S. share surpassed China's for the first time in decades—is being driven by a surge in high-tech shipments, particularly AI-related semiconductors . This reflects the broader "non-red supply chain" restructuring, where strategic industries are moving away from China due to tariffs and geopolitical tensions . While this bolsters the U.S. tech industry and AI infrastructure, it also creates new economic dependencies and makes Taiwan more vulnerable to U.S. trade policy, given its resulting massive trade surplus with the U.S. .