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Global AI servers shift production nearshore, slowing direct Taiwan exports to US

Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion of export orders produced overseas rose in August 2026, a clear reflection of Taiwanese AI server makers accelerating capacity expansion in the US and Mexico.

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Global AI servers shift production nearshore, slowing direct Taiwan exports to US
Global AI servers shift production nearshore, slowing direct Taiwan exports to US

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