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Taiwan

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Headlines · 5

  1. Taiwan to Curb AI Chip and Server Exports to China Under US Trade Deal

    Taiwan is preparing to tighten export controls on AI chips to further align with US restrictions and to crack down on smuggling of cutting-edge semiconductors to China, Economic Affairs Minister Gong Ming-hsin said in a Bloomberg interview. Bloomberg reports the move is part of a US-Taiwan trade deal that would make shipping restricted AI hardware to China a criminal offense. No timeline or detailed scope for the controls has been disclosed.

    Bloomberg Technology · 🔥 19
  2. Taiwan to fund $4B Texas AI complex for Nvidia and AI hardware supply chain

    Bloomberg reports that Taiwan plans to raise billions of dollars to develop industrial parks in the United States, aiming to build a base for a comprehensive supply chain for Nvidia and other AI hardware makers in the country. The report cites a $4 billion complex in Texas. Few further details were given, including the specific sites, timelines and participating companies.

    Bloomberg Technology · 🔥 5
  3. Taiwan's AI dividend yet to spread; scholars urge wider chip supply-chain push

    Citing Central News Agency reporting, TechNews said WTO chief economist Robert Staiger sees no sign the AI boom is slowing, though he noted economists cannot confirm a bubble exists until it bursts, and that a bust would weigh on current trade growth. A University of Hong Kong business school vice dean, Deng Xiwei, said Taiwan benefits from the AI boom through its semiconductor specialization, but gains remain concentrated in specific industries; he urged deeper upstream and downstream supply-chain positioning plus related services. The report also noted the IMF raised its forecast for Taiwan's real GDP growth this year to 10.7% from 5.2% in April, the highest in the Asia-Pacific.

    科技新报 · 🔥 5
  4. IMF raises 2026 global growth forecast to 3.1%, citing AI boom

    The IMF lifted its 2026 global GDP growth forecast to 3.1% from 3% in July, saying an AI-driven investment boom offsets Middle East war disruptions and high energy costs. Its outlook also raised Taiwan's real GDP growth estimate for the year to 10.7% from 5.2% in April — the highest in Asia-Pacific and the only double-digit upgrade in the report. Economists at the IMF-World Bank annual meetings in Bangkok told CNA the revision was unsurprising, crediting Taiwanese chip output for AI data infrastructure, while warning that overestimating AI's economic payoff could still produce a bubble that hits other economies.

    Techmeme · 🔥 0
  5. AI chip demand drives Taiwan's US surplus; ex-USTR official advises four outreach steps

    Helped by demand for AI-related hardware, Taiwan's exports to the United States keep growing, and its trade surplus with the US could exceed $200 billion this year — raising concern over whether President Trump will use that surplus as leverage. Wendy Cutler, a former negotiator at the US Trade Representative's office, advised Taiwan to step up communication with Washington and remind the administration, Congress and the public that "not all trade deficits are bad," since the surplus is driven by the semiconductors and other key products the US needs for AI. She proposed four steps: show concrete progress at TSMC's US plants, publicize the economic contribution of Taiwanese investment, explain what is behind the deficit, and make Taiwan's case to newly elected lawmakers after the November midterms.

    科技新报 · 🔥 0

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