Where Data Tells the Story
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China and Hong Kong’s combined share of Taiwan’s exports of integrated circuits and data processing units fell sharply from an average of 57% during 2017–2022 to 30.9% in 2025. Meanwhile, the U.S. share surged from just 4% to 23% in 2024 and reached 29.7% in 2025—reflecting a rapid realignment in Taiwan’s semiconductor exports amid soaring AI demand and escalating U.S.–China tech rivalry.