
Taiwan’s semiconductor exports rose 52.3% year-on-year in July to US$26.3 billion, while exports of IT/comms rose 29.5% to $31.37B amid strong AI-related demand, while July exports overall rose 32.9% to $75.3B, missing forecasts for 40.7% due to inflation and a prolonged war in the Middle East, media report, adding officials say full year exports are on track to exceed NT$27.5 trillion (US$850B). Imports rose 37.4% to $58.13B. Semiconductor equipment imports rose 39% to $1.31B. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) #semiconductors
Source: Dan Nystedt
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