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Taiwan’s September export orders hit a record US$114.21 billion on AI demand
Orders rose 62.4% from a year earlier and topped US$100 billion for a second month. Electronics and cloud-infrastructure demand led the increase, but orders are not the same as completed exports.
Taiwan’s export orders reached a record US$114.21 billion in September, 62.4% above a year earlier and 10.9% above August. It was the second consecutive month above US$100 billion and the 20th straight year-on-year increase.
Demand for AI servers, high-performance computing, cloud infrastructure, semiconductors and memory drove the result. The data describe bookings received by suppliers, not goods already shipped, and the government’s October range remains a forecast.
September set a new monthly order record
Taiwan received US$114.21 billion in export orders in September, up 62.4% from a year earlier and 10.9% from August. After seasonal adjustment, the monthly increase was 1.1%. The result was the 20th consecutive year-on-year rise and the second month above US$100 billion, after August reached about US$103 billion.
AI and cloud infrastructure remained the main engine
Orders for information and communications products rose 87.3% from a year earlier, while electronics orders increased 71.0%. The ministry tied the gains to AI applications, high-performance computing, cloud data-center expansion and demand for servers, chips, memory and related supply-chain components. Those categories explain why the headline order figure grew much faster than many traditional industries.
The increase was broad across major customer markets
Orders from the United States increased 79.4% year over year, while orders from mainland China and Hong Kong rose 48.5%. Europe increased 68.0% and Japan 35.5%. The gains show that September’s result was not driven by one customer market, although technology demand remained concentrated in electronics and computing products.
The quarter and year-to-date totals also reached new highs
Third-quarter export orders totaled US$315.10 billion, up 65.0% from a year earlier and 15.8% from the second quarter. Orders for January through September reached US$819.20 billion, 56.0% above the same period of 2025. The ministry said full-year orders could reach roughly US$1.1 trillion if the current pattern continues.
Orders are a demand signal, not the same as completed exports
Export orders measure bookings received by Taiwan-based suppliers and can include goods produced or fulfilled later, including production outside Taiwan. They therefore point to future manufacturing demand but should not be read as September shipments or revenue already recognized. For October, the ministry projected US$113.0 billion to US$116.5 billion in orders, equivalent to annual growth of about 62% to 67%; that range remains a forecast.
