Taiwan exports in August soared 34.1% year-on-year to US$58.49 billion as the AI wave continued to strengthen, media report, adding full-year exports could exceed $600 billion. Semiconductor exports rose 37.4% to $19.24 billion, while IT/coms and audio/visual led all exports, up 79.9% to $23.36 billion. Electronic component imports surged a record high 55%, largely memory chips from South Korea (+65%). $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Advanced Semiconductor Engineering(ASX.US) $Micron Tech(MU.US) #SKhynix #semiconductors #HBM
Source: Dan Nystedt
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