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台湾9月出口订单创历史新高,受强劲AI需求提振Taiwan September export orders hit record value on solid AI demand

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2026年4月19日,一艘集装箱船停靠在台湾基隆港。路透社/埃德加·苏(Edgar Su)A container ship is docked at Keelung Port in Keelung, Taiwan April 19, 2026. REUTERS/Edgar Su

台湾出口订单9月份增幅超预期,达到1142.1亿美元,进一步突破8月首次触及的1000亿美元大关,得益于全球对台湾AI芯片和技术的强劲需求。

Taiwan export orders rose more than expected in September to $114.21 billion, rising further above the $100 billion mark reached for the first time in August, buoyed by worldwide demand for the island's AI chips and technology.

记者 Faith Hung、Jeanny Kao 报道 经济部周二表示,出口订单较去年同期激增62.4%。这是继8月达到1030亿美元后,连续第二个月单月出口订单突破1000亿美元大关。

By Faith Hung, Jeanny Kao Export orders jumped 62.4% from a year earlier, the Ministry of Economic Affairs said on Tuesday. That was the second straight time it topped the $100 billion mark for a single month after it hit $103 billion in August.

最新结果超过了分析师预期的58.7%增幅,也标志着出口订单连续第20个月增长。以下是经济部周二发布声明中的部分细节:9月份的强劲增长归功于对AI、高性能计算和云服务应用的强劲需求。

The latest result beat analysts' expectations for a gain of 58.7% and also marked its 20th straight monthly gain. Here are some details from the economy ministry's statement released on Tuesday: The solid gain in September was credited to strong demand for AI, high-performance computing and cloud services applications.

对于10月,经济部预计出口订单将较去年同期增长62.0%至67.0%,而全年出口订单可能达到1.1万亿美元。

For October, the ministry said it expected export orders to rise by between 62.0% and 67.0% from a year earlier, while full-year export orders could reach $1.1 trillion.

展望未来,包括地缘政治风险和贸易政策在内的不确定性将继续拖累全球经济增长。但台湾在半导体和服务器供应链中的核心地位将支撑订单保持稳定增长势头。

Looking forward, uncertainties including geopolitical risks and trade policies would continue to weigh on global economic growth. But stable growth momentum for orders would be supported by Taiwan's core position in the semiconductors and server supply chain.

台湾拥有全球最大晶圆代工厂台积电(2330.TW)及其他科技公司,其出口订单被视为全球科技需求的风向标。

Orders for goods from Taiwan, home of the world's largest contract chipmaker TSMC (2330.TW) and other tech companies, are considered a bellwether of global technology demand.

台湾9月份通讯产品订单较去年同期增长87.3%,电子产品订单激增71.0%。来自中国的整体订单增长48.5%,而8月为增长47.7%。

Taiwan's orders in September for telecoms products were up 87.3% from a year earlier, while those for electronic products jumped 71.0%. Overall orders from China rose 48.5% versus a 47.7% expansion in August.

来自美国的订单激增79.4%,上月为增长88.9%。来自欧洲的订单增长68.0%,来自日本的订单增长35.5%。

Orders from the US jumped 79.4%, compared with a 88.9% clip the previous month. Orders from Europe were up 68.0% and those from Japan rose 35.5%.

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