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Taiwan’s September Export Orders Surge 30.5% on Soaring Global AI Demand

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Taiwan’s export orders surged far beyond expectations in September, climbing 30.5% year-on-year to $70.22 billion, as booming global demand for artificial intelligence (AI) technology continued to drive growth. It marked the eighth consecutive monthly increase, reaffirming Taiwan’s central role in the global semiconductor and tech supply chain.

The results, released by the Ministry of Economic Affairs, easily beat analysts’ forecasts of a 17.8% gain. The ministry credited the island’s expanding importance in AI and high-performance computing, sectors anchored by leading chipmakers such as TSMC, the world’s largest contract semiconductor manufacturer.

While global trade uncertainties and newly imposed 20% U.S. tariffs have weighed on outlooks, Taiwan’s government said the measure is temporary as negotiations continue with Washington for more favorable trade terms. The ministry expects momentum to remain strong through the fourth-quarter holiday season, traditionally a peak period for electronics and consumer technology exports.

Orders for electronic products jumped 45.9%, while telecommunications equipment rose 33.1%. By region, orders from the United States soared 40.2%, China climbed 11.6% after a brief decline in August, Europe gained 16.9%, and Japan increased 22.8%.

The ministry projected export orders for October to rise between 23.7% and 27.3%, adding that total full-year export value could reach a record high if AI-related demand remains strong.

TSMC lifts full-year revenue forecast on soaring AI demand

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Taiwan Semiconductor Manufacturing Co (TSMC) raised its full-year revenue forecast on Thursday, signaling confidence in the ongoing AI megatrend after posting record quarterly profits that beat expectations.

The world’s largest contract chipmaker now expects mid-30% revenue growth in 2025, up from its previous forecast of around 30%. The company cited booming demand for AI chips, which continues to exceed earlier projections.

“AI demand actually continues to be very strong — stronger than we thought three months ago,” CEO C.C. Wei told investors. “We are also receiving very strong signals from our customers requesting capacity to support their business.”

TSMC reported a 39.1% rise in third-quarter net profit to T$452.3 billion ($14.76 billion), surpassing analysts’ estimates of T$417.7 billion, according to LSEG SmartEstimate data. The company said it remains “prudent” in planning for 2026 amid global trade uncertainty.

The Taiwanese chipmaker supplies giants such as Apple, Nvidia, AMD, and Broadcom, all of whom are expanding their investments in AI-driven data centers. Recent multi-billion-dollar partnerships between OpenAI, chipmakers, and infrastructure providers have reinforced expectations of sustained semiconductor demand.

Despite trade tensions and U.S. tariffs, Wei said he remained optimistic: “Even if the China market was not available, AI’s growth will still be very dramatic.”

TSMC’s shares have risen 38% in 2025, outpacing Taiwan’s broader market, reflecting investor confidence that the company remains central to the global AI hardware boom.

Chip stocks surge after TSMC boosts outlook on soaring AI demand

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Global semiconductor stocks rose on Thursday after Taiwan Semiconductor Manufacturing Co (TSMC) issued a strong revenue forecast and reported record quarterly profits, underscoring surging demand for chips that power artificial intelligence systems.

TSMC — the world’s largest contract chipmaker and a key supplier to Nvidia and Apple — raised its full-year revenue guidance to mid-30% growth, up from around 30%, citing stronger-than-expected AI spending and data center expansion. Analysts say this marks a shift from a cyclical boom to a structural uptrend driven by AI infrastructure demand.

“This isn’t just a transient spike. TSMC’s blowout quarter tells a clear story — this is structural,” said Kate Leaman, chief market analyst at AvaTrade.

The upbeat forecast sent semiconductor stocks higher worldwide. Micron Technology gained about 4%, Broadcom climbed 2.4%, Marvell Technology added 1.3%, and Nvidia rose 1.2%. In Asia, Samsung Electronics advanced 2.8%.

The rally came amid a week of massive AI-related deals, including BlackRock’s $40 billion acquisition of data-center operator Aligned and a partnership between OpenAI and Broadcom to build 10 gigawatts of custom chips — enough to power more than eight million U.S. homes.

The developments reinforce Wall Street’s conviction that AI hardware remains the core driver of tech investment, nearly three years after ChatGPT’s debut. On Wednesday, Salesforce also projected revenue above $60 billion by 2030, driven by rapid AI integration across its cloud services.