Taiwan New Orders

Orders for Taiwanese exports surged by 30.5% year-on-year to an all-time high of USD 70.2 billion in September 2025, accelerating from a 19.5% increase in the previous month and far surpassing market expectations of a 17.8% gain as demand for AI products surged. There was a sharp rise in export orders for information and communication products (33.1% vs 20.6% in August), machinery (11.4% vs 3%), electronic products (45.9% vs 39.5%), optical and photographic instruments (11.2% vs 9.8%), and other goods (37.2% vs 13%). Additionally, export orders rebounded for electrical machinery (8.3% vs -2%) and mineral products (5.8% vs -9.1%), while the decline moderated for chemicals (-1.4% vs -9.5%) and transport equipment (-2.8% vs -18.1%). However, export orders continued to fall for textiles (-2.4% vs -0.8%). By destination, exports to ASEAN surged 57.5%, followed by the US (40.2%), Japan (22.8%), and Europe (16.9%).