Taiwan’s exports to the United States surpassed shipments to China during the first five months of 2026. Surging demand for artificial intelligence chips and related equipment drove this trade shift. Major US technology firms are increasingly relying on Taiwanese suppliers to secure critical hardware.
TSMC emerged as a primary beneficiary of this realignment. US revenue accounted for 74% of TSMC’s total sales in 2025. This figure represents a significant increase from the company’s decade average of 64%.
Robust semiconductor demand for AI systems, smartphones, and electric vehicles is accelerating the national economy. Taiwan’s GDP is forecast to grow 9.5% in 2026. This projected expansion is more than triple the expected global growth rate.
These developments solidify the central role of Taiwan and TSMC in the global technology industry. The data also highlights the severe economic consequences of any potential disruptions to semiconductor production.