Taiwan's export boom shifts toward AI servers, raising concentration risks

Taiwan's export surge is increasingly tied to high-value AI servers and pricier memory chips, raising concentration risks for the island's economy. According to Digitimes, TSMC's 3nm, 2nm and CoWoS capacity remains tight as AWS, MediaTek and TPU makers shift capacity.

• Taiwan's export growth is driven by AI servers and pricier memory
• TSMC keeps 3nm, 2nm and CoWoS capacity tight
• AWS, MediaTek and TPU projects shift capacity
• TSMC locked in 3-6% wafer price hikes for 2027