Historic Shift: US Imports from Taiwan Surpass China Driven by AI Chip Demand
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US Imports from Taiwan Surpass China Amid AI Boom, Trade Shifts
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CNBC TV18•20-02-2026, 17:21
US Imports from Taiwan Surpass China Amid AI Boom, Trade Shifts
•US imports from Taiwan exceeded China for the first time in decades in December, driven by AI chip demand.
•US purchases from China dropped nearly 44% to $21.1 billion, while imports from Taiwan more than doubled to $24.7 billion.
•The surge in Taiwanese shipments reflects massive demand for AI chips and servers, transforming Taiwan's trade profile.
•Trump-era tariffs have reshaped trade flows, with Taiwanese firms increasing exports to the US, which now takes almost a third of Taiwan's total exports.
•A new trade deal between Taipei and Washington will lower tariffs and allow duty-free semiconductor shipments under quotas, boosting Taiwan's GDP growth forecast.
