Tariffs imposed by the Trump administration, and fear of additional tariffs, have forced businesses to change their supply chain drastically in the last one and a half years. As a result, for the first time in decades, the United States imported more goods from Taiwan than from China in late 2025, according to DigiTimes. A graph published by @JosephPontiano accentuates the point, as data from Taiwan’s International Trade Administration indicates that exports from Taiwan to the U.S. roughly doubled in certain categories, including AI servers that cost hundreds of millions of dollars per unit.
Crazy milestone in the US trade data released today—America now imports more directly from Taiwan than from China for the first time since 1992The trade war has cut US direct trade with China, and the AI boom has caused a surge in spending on Taiwanese-made semiconductors pic.twitter.com/DWJpB2dFf0February 19, 2026
























