Taiwan’s export orders rose 62.4% year on year in September to $114.2 billion, up 10.9% from August and 1.1% after seasonal adjustment, bringing third-quarter orders to $315.1 billion, up 65%. For the first nine months, orders reached $819.2 billion, up 56%, though the ministry warned that rising overseas production means some ordered goods may not be exported from Taiwan. Between October 12 and 16, the New Taiwan dollar weakened 1.37% as the U.S. dollar rose from NT$31.895 to NT$32.338. The central bank cited net sales of $19.402 billion in Taiwan shares by foreign investors and net remittances of $17.961 billion abroad, and said it will step in if unusual capital flows cause excessive swings. Its September forecast projects growth of 11.48% in 2026 and 5.82% in 2027, linked to AI and emerging technology demand.
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exportsexchange ratesTaiwancapital flows
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/21/2026 | 221.97 |
| Change that session | +2.54% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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