USDTWD.ai Taiwan Macro Atlas

Taiwan server exports versus notebook exports

Server systems were 25.9% of cited U.S.-bound exposure; notebooks were 1.2%.

What the Data Shows

The chart makes the artificial-intelligence (AI) hardware shift concrete: server systems and server-related units dominate the cited United States-bound product mix, while notebooks are tiny. Taiwan’s Ministry of Economic Affairs separately reports that server exports hit US$10.05 billion in 2023 and US$15.69 billion in Jan-Sep 2024. This is a source-labelled tariff/product-share view, not a full annual export ledger.

Data table

Server parts 47.6% cited U.S.-bound share
Server systems 25.9% cited U.S.-bound share
Computer parts 8.2% cited U.S.-bound share
ICs 6.8% cited U.S.-bound share
Notebooks 1.2% cited U.S.-bound share

Sources

Source 1: U.S. temporary 20% tariff rate for Taiwan

Publisher: CSR@CommonWealth

Dataset/table: Yuanta Investment Consulting product-share breakdown cited by CSR@CommonWealth

Units: percent of Taiwan exports to the U.S.

Date checked: 2026-05-14

Evidence: Supports product-share estimates for U.S.-bound Taiwan export groups affected or exempted under tariff rules.

Note: Supports product-share estimates for U.S.-bound Taiwan export groups affected or exempted under tariff rules.

Source 2: Benefiting from strong AI demand, server output value is expected to keep setting records

Publisher: Ministry of Economic Affairs, R.O.C.

Dataset/table: Industry Economic Statistics Newsletter 459

Units: US$ billion; percent

Date checked: 2026-05-14

Evidence: Supports Taiwan server export values, U.S. share and China/HK share through 2024 Jan-Sep.

Note: Supports Taiwan server export values, U.S. share and China/HK share through 2024 Jan-Sep.

Data notes & caveats

Product-share source is secondary and policy-contextual; it is not a complete official export-by-product time series.

Methodology

Uses CSR@CommonWealth’s cited product-share estimates for United States-bound exports and Ministry of Economic Affairs context for server exports.

Source consistency notes

Server export context is official MOEA; server/notebook U.S.-bound shares are secondary-source estimates.