台湾第一大出口目的地由大陆变为美国

Group 1 - Taiwan's exports are projected to grow by 35% in 2025, reaching $640.7 billion, with exports to the US accounting for 31% and to mainland China for 27% [1][3] - Exports to the US are expected to increase by 78% year-on-year, reaching $198.2 billion, surpassing exports to mainland China, which are projected at $170.4 billion [1][3] - The trade surplus with the US is expected to swell to $150.1 billion, 2.3 times the previous year's figure, amid pressures from the Trump administration to correct trade imbalances [3] Group 2 - Taiwan's high-tech exports, particularly in AI infrastructure, are significantly impacting its export structure, with Taiwanese companies holding a 90% market share in AI server production and 70% in semiconductor foundry services [6] - Major Taiwanese manufacturers like Hon Hai Precision and Quanta Computer are shifting their focus to AI data center servers, moving production bases to Taiwan and Southeast Asia due to US IT giants' emphasis on information security [6][7] - The supply chain dynamics are changing, with the share of products sourced from mainland China and Hong Kong dropping from 50% in 2016 to 33% in 2024, while Taiwan's production is expected to exceed 50% [8] Group 3 - The strong export growth to the US is supporting rapid economic growth in Taiwan, with a projected GDP growth of 7.37% in 2025, the highest since the 2010 recovery from the global financial crisis [10] - The impact of US tariffs on Taiwan's exports is currently limited, as many semiconductor and server-related products are exempt from additional tariffs, contrasting with the declining exports from Japan and other major countries [10] - Concerns are raised about the potential for increased trade surplus to attract scrutiny from the Trump administration, with future export trends dependent on the sustainability of the AI boom [10][12]