Updated

Updated · 台北時報 · Jun 21

Taiwan Firms Cut China Investment 32.3% to US$310 Million as Overseas Spending Jumps 134%

Updated

Updated · 台北時報 · Jun 21

Taiwan Firms Cut China Investment 32.3% to US$310 Million as Overseas Spending Jumps 134%

3 articles · Updated · 台北時報 · Jun 21

US$310.3 million of Taiwanese investment went to China in the first five months, down 32.3% year on year and just 0.86% of total outbound investment, putting 2026 on track for a record low.
US$35.61 billion flowed to destinations outside China, up 133.94%, led by TSMC’s US$30 billion injection into an overseas unit and US$500 million moves by Wiwynn and Asustek.
AI supply-chain demand and major economies’ push for “non-red” supply chains are driving the shift, while Taiwanese companies are putting more weight on risk management and resilience as China’s cost edge fades.
China’s weak domestic demand, property slump, youth unemployment and rapid aging are expected to keep weighing on consumption, while Beijing is also favoring strategically important and advanced-technology investment.

Sources

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Taiwan’s Outbound Investment Surges 134% Outside China in 2026: Strategic Shift Reshapes Global Supply Chains

Overview

Taiwan's outbound investment is undergoing a major transformation. From January to May 2026, the number of investment projects outside Mainland China dropped by 18.62%, but the total investment amount soared by 133.94% to over US$35.6 billion. This shows a clear shift toward fewer, but much larger and higher-value projects. Major companies like TSMC are leading this trend, focusing on strategic, high-impact investments. Overall, Taiwan is moving away from traditional destinations and prioritizing global diversification, signaling a new era of bold, targeted international expansion.

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