USDTWD.ai Taiwan Macro Atlas

Taiwan U.S. versus China/HK export-order growth, 2025

Taiwan export-order growth from U.S. buyers stayed above China/HK-bound order growth through 2025.

Economy
Taiwan U.S. versus China/HK export-order growth, 2025: Taiwan export-order growth from U.S. buyers stayed above China/HK-bound order growth through 2025.

What the Data Shows

This graphic tracks the market split behind Taiwan’s export-order boom. U.S.-bound order growth stayed far stronger than China/HK-bound growth, pointing to a demand mix increasingly shaped by U.S.-linked AI and technology purchasing. The caveat is that export orders can be fulfilled through overseas production, so they do not map one-for-one to Taiwan customs exports.

Data table

Jan U.S. orders +6.4% YoY growth
Mar U.S. orders +30.7% YoY growth
Jun U.S. orders +34.8% YoY growth
Oct U.S. orders +32.1% YoY growth
Nov U.S. orders +56.1% YoY growth
Dec U.S. orders +55.3% YoY growth
Jan China orders -18.3% YoY growth
Mar China orders -5.3% YoY growth
Jun China orders +15.4% YoY growth
Oct China orders +9.8% YoY growth
Nov China orders +17.6% YoY growth
Dec China orders +15.0% YoY growth

Sources

Source 1: Taiwan January export orders down for first time in nearly a year

Publisher: Reuters

Dataset/table: Reuters report of MOEA January 2025 orders

Units: US$ billion; percent

Date checked: 2026-05-14

Evidence: Reports January 2025 export orders of US$46.97bn, down 3.0%, with U.S. and China regional growth rates.

Note: Reports January 2025 export orders of US$46.97bn, down 3.0%, with U.S. and China regional growth rates.

Source 2: Taiwan export orders surge at fastest pace in more than 16 years on AI demand

Publisher: Reuters

Dataset/table: Reuters report of MOEA March export orders

Units: US$ billion; percent

Date checked: 2026-05-14

Evidence: Reports March export-order regional growth, including U.S. and China.

Note: Reports March export-order regional growth, including U.S. and China.

Source 3: Taiwan 2025 export orders hit record on solid AI demand

Publisher: Reuters

Dataset/table: Reuters report of MOEA export orders

Units: US$ billion; percent

Date checked: 2026-05-14

Evidence: Reports 2025 export orders of US$743.73bn, up 26%, and December regional order growth.

Note: Reports 2025 export orders of US$743.73bn, up 26%, and December regional order growth.

Data notes & caveats

Series uses selected Reuters-reported MOEA monthly values; direct MOEA table extraction would improve verified status.

Methodology

Plot selected monthly year-on-year export-order growth rates for U.S. and China destinations.

Source consistency notes

Source-labelled because selected monthly values come from Reuters/MOEA reports, not direct table extraction.