AI server demand surge to drive Taiwan’s 2H25 export growth

The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump’s proposed tariffs are also placing pressure on import and export trade performance in major countries for the second half of the year. Despite these obstacles, Taiwan has thrived with exports in the first half of 2025, growing by 25.92%, while imports increased by 20.49%. Since Taiwan controls 90% of the world’s AI server manufacturing and shipments, it may continue to maintain high growth in the second half of the year, even if seasonal peaks across industries underperform.

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