AI hardware props up world trade, pulling it toward East Asia and North America
Digitimes reports that the resilience of global goods trade amid tariff escalation and an energy shock rests on a narrow base: demand for AI hardware. Growth is concentrated in East Asia and North America, with TSMC, Broadcom, MediaTek and ASML among the main beneficiaries.
- AI hardware demand is the main pillar of global goods trade
- Growth is concentrated in East Asia and North America
- TSMC locked in 3-6% wafer price hikes for 2027
- 3nm, 2nm and CoWoS capacity remains tight
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