Taiwan recorded a historic trade surplus of USD 23.6 billion in September, driven by a remarkable 60.9% year-on-year increase in exports, according to Commerzbank. This surge is largely attributed to strong demand for AI-related products, highlighting Taiwan's critical role in the global technology supply chain.
Commerzbank also noted that the Central Bank of the Republic of China may adopt a more hawkish monetary policy stance if inflation continues its upward trajectory. This potential shift could impact the Taiwan Dollar’s performance against the US Dollar in the near term.
For Japanese investors, Taiwan’s robust export growth amid rising AI demand underscores the importance of closely monitoring semiconductor and tech sector supply chains, which remain deeply interconnected with Japan’s own manufacturing and export activities.