AI Boom to Drive Taiwan Savings Surplus, Investment to Records

Taiwan’s Directorate-General of Budget, Accounting and Statistics said robust global demand for artificial-intelligence infrastructure is strengthening exports of semiconductors and information-communications products, widening the island’s merchandise trade surplus. Excess savings — the amount by which national savings exceed domestic investment — are set to rise further, underscoring both Taiwan’s export strength and the challenge of channeling accumulated capital into productive investment at home.

The agency forecasts Taiwan’s excess savings will exceed NT$11 trillion in 2027 for the first time, reaching a record. Companies remain optimistic about the AI outlook and are increasing capital spending on advanced chips, servers and related supply-chain capacity. Gross domestic investment is projected to climb to about NT$9.2 trillion, also an all-time high, meaning savings and investment would set records in the same year.