Taiwan Export Orders Shift 52.9% Home as China-Hong Kong Share Falls to 26.2%
Updated
Updated · 台北時報 · Jul 1
Taiwan Export Orders Shift 52.9% Home as China-Hong Kong Share Falls to 26.2%
3 articles · Updated · 台北時報 · Jul 1
Summary
Taiwanese companies produced 52.9% of export orders domestically in 2025, up 1.6 percentage points and the highest on record, while China and Hong Kong's combined share dropped below 30% for the first time.
US-China trade tensions drove manufacturers to move capacity back to Taiwan or elsewhere, while AI and cloud demand lifted semiconductor and server orders that are largely made at home.
China and Hong Kong's share fell 6.9 points to 26.2%, as ASEAN rose to a record 11.3% led by Vietnam at 4.5%; two-thirds of relocated production lines moved out of China and Hong Kong.
Among 2,779 surveyed companies, 28.9% had overseas production, mainly for customer requirements and lower costs, with 71.5% of offshore output resold to third countries.
The shift comes as Washington tightens curbs on Chinese electronics, including an expanded FCC import ban, reinforcing Taiwan's growing role in AI supply chains.
As Taiwan's chip dominance grows, does it become a more valuable asset or a more dangerous global flashpoint?
Can governments truly control supply chains, or will capital always find a way to route around tariffs and sanctions?
Record NT$23.52 Trillion Export Orders: Taiwan’s Supply Chain Transformation Amid Geopolitical and Technological Upheaval
Overview
From 2025 to early 2026, Taiwan’s export production underwent a historic transformation, marked by record-breaking order volumes and a shift in manufacturing strategies. While self-production remained dominant, its share declined as companies increasingly turned to outsourced production and purchases from other manufacturers. This change was driven by robust global demand, especially in technology sectors like semiconductors, prompting Taiwanese firms to diversify their supply chains and rely more on contract manufacturers. The evolving landscape highlights Taiwan’s strategic pivot to optimize efficiency and meet rising international orders, reflecting broader trends in global trade and supply chain adaptation.