The Ministry of Finance released the latest customs trade statistics today (9th), showing that June's export value reached $74.83 billion, the third-highest monthly figure on record, up 40.3% year-on-year, marking 32 consecutive months of export growth. This performance was driven by increased supply chain shipments fueled by AI, high-performance computing, and cloud services, along with price adjustments. Meanwhile, June imports surged to a record high of $62.63 billion, boosted by global AI supply chain分工 and strong capital equipment procurement. Both export and import values for the first half of the year reached historical highs, with a trade surplus of $97.41 billion. Looking ahead, export momentum is expected to continue growing in the second half, supported by AI infrastructure deployment and semiconductor capacity expansion.
According to Ministry of Finance data, June's export performance was strong, primarily due to the expansion of technology applications. ICT and audiovisual product exports reached $33.92 billion, up 72.3% year-on-year, with computers, peripherals, and storage media showing the strongest growth. Electronic component exports totaled $25.39 billion, up 32.8% year-on-year, with integrated circuits maintaining steady performance, supported by process upgrades and capacity expansion at major semiconductor firms like TSMC (2330-TW).
Cumulative exports from January to June reached $416.66 billion, up 47.1% year-on-year, with ICT products and electronic components contributing significantly to growth.
On the import side, June imports hit a record $62.63 billion, up 51.8% year-on-year. The Ministry attributed this to rising global demand in the AI supply chain, strong procurement of semiconductor equipment, and high raw material prices. Total imports for the first half reached $319.25 billion, up 40.3% year-on-year. The overall trade surplus for the first half reached $97.41 billion, an increase of $41.69 billion compared to the same period last year.
By major export markets, exports to the United States continued to rise, reaching $23.28 billion in June, up 34.8% year-on-year, contributing 28% of total exports—the highest among major markets. Exports to Europe and ASEAN also performed strongly, increasing 48.4% and 47.1% respectively.
The Ministry emphasized that despite uncertainties from geopolitical tensions and U.S. tariff policies, the global AI trend is firmly established, driving demand for computing power. With domestic semiconductor firms continuing to expand high-end production capacity, the export outlook for the second half remains positive.
FACT BOX
- Source: PR Times
- Category: Survey
- Organizations: TSMC