AMZP

Taiwan’s August export orders soared 71.4% year-on-year to a fresh record high US$102.96 billion, media report, beating the 63% growth expected. AI-related demand led, but a surge in custom ASIC chip design orders caused August’s upside surprise, said W.C. Huang, director-general of Taiwan’s statistics bureau.

Orders for ICT (information and communications technology) rose 100.5% year-on-year to $34.21B, while electronics +83.9% to $45.75 billion.

Orders from the US led all others, +88.9% to $42.13B, while ASEAN +70.5% to $18.35B.

September export orders are expected to top August’s, with $106B to $109.1B the official range. Third quarter orders are seen as high as $310B and full-year 2026 orders could reach $1.1 trillion. $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) $Taiwan Semiconductor(TSM.US) #mediatek #GUC #Alchip #semiconductors

Source: Dan Nystedt