Taiwan just hiked its 2026 growth forecast to 7.71% from 3.54%, pointing to the AI export boom. That lines up with Taiwan’s January exports +69.9% YoY (fastest in 16 years), and the finance ministry looking for Feb exports +20% to +27% YoY.

The US and Taiwan signed a new trade deal that cuts the US tariff on most Taiwanese exports to 15%. In return, Taiwan will remove or reduce 99% of its tariff barriers on US goods and commit to $84B+ of US purchases, including energy and aviation.

TRUMP PAUSES CHINA TECH BANS AHEAD OF XI SUMMIT