Strong AI Demand Drives Taiwan’s March Export Orders to Record $91.12 Billion

Export orders reflect overseas customers’ demand for Taiwanese products and are a key leading indicator for the outlook for exports and manufacturing. Since the start of 2026, generative AI, cloud computing and data-center expansion have continued to boost demand for servers, chips and networking equipment, driving order growth across Taiwan’s information and communications technology and electronics supply chains.

Taiwan’s Ministry of Economic Affairs said export orders reached $87.45 billion in April 2026, the highest ever for the month and the second-highest monthly total on record. Orders rose 48.1% from April 2025, marking a 15th consecutive month of year-on-year growth. AI-related business was the main driver, keeping orders for information and communications products and electronics strong and signaling continued growth in demand for emerging technology applications.

Export orders reflect overseas buyers’ future demand for Taiwanese products and are a key leading indicator for exports and manufacturing activity. The Ministry of Economic Affairs said continued growth in generative AI, cloud computing and high-performance computing was driving orders for servers, chips and related supply chains, making it a central pillar of export momentum this year.

The ministry said export orders reached $63.88 billion in February, up 23.8% from a year earlier and the highest ever for the month. The result marked a 13th consecutive month of growth. Orders in January and February combined also set a record for the period, driven mainly by strong AI demand and the continued expansion of emerging technology applications.

Taiwan’s export orders are a closely watched leading indicator for future shipments and demand across the island’s technology supply chain. Accelerating investment in artificial intelligence infrastructure by global cloud providers has lifted orders for servers, networking equipment, semiconductors and memory products, reinforcing the technology sector’s role as a key driver of Taiwan’s trade-dependent economy.

The Ministry of Economic Affairs said on March 4 that export orders reached $76.91 billion in January 2026, rising 60.1% from a year earlier and 0.9% from December. The total set a record for any month and marked the first time January orders exceeded $70 billion. Information and communications product orders jumped 102.0% to $25.15 billion, while electronics orders rose 78.6% to $32.59 billion.