Taiwan's economy is running hot on the back of the global AI buildout, good news for its chip and server makers and for exports.

• Taiwan's power-use index for July again flashed its top "hot" reading, driven by heavy AI spending abroad.
• Global tech firms keep pouring money into data centers, keeping orders for advanced chips, servers, and parts strong.
• Export orders hit a record for the month, showing demand for Taiwanese hardware is still climbing.
• Factory power use barely grew because last year's figure was already high, and more companies are buying green power outside the state utility.
• Growth is now heavily concentrated in semiconductors and high-tech, with second-quarter growth pegged near 13%.

Outlook: AI and high-performance computing demand is expected to keep growing, spreading into equipment and supplier orders and supporting Taiwan's exports and investment.