Taiwan industrial output extends growth streak on AI demand

Taiwan’s industrial production rose more than 16 percent year-on-year in November, extending its growth streak to 21 consecutive months, as global demand for artificial intelligence and high-performance computing continued to support the island’s export-driven economy, according to the Ministry of Economic Affairs.

The industrial production index increased 16.42 percent to 119.31, while manufacturing output — accounting for over 90 percent of total production — rose 17.35 percent to 120.84. For the first 11 months of the year, overall output climbed 16.25 percent, with manufacturing up 17.38 percent.

Officials said AI servers, cloud infrastructure, and semiconductor-related demand drove strong gains in electronic components, integrated circuits, and computer-related equipment, reinforcing Taiwan’s central role in global AI supply chains.

However, traditional sectors such as base metals, chemicals, autos, and machinery posted year-on-year declines due to weak demand and inventory adjustments, highlighting a widening divergence between AI-linked industries and the broader “old economy.”

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