Taiwan's semiconductor exports in June rose 33.4% year-on-year to $24.11 billion, contributing to a 43.7% increase in Q2 chip exports to $71.15 billion. For the first half of 2026, chip exports grew 43.9% to $133.17 billion, with DRAM chip exports surging 158.5% to $18.55 billion amid strong AI-related demand. June imports also increased significantly by 51.8% to $62.63 billion, driven by a 58.9% rise in chip equipment imports to $6.11 billion.
Taiwan's surging chip exports, particularly DRAM, confirm robust AI-driven demand is translating into significant revenue growth for memory and compute suppliers.