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. .
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. .