Taiwan's economy is running hot, with AI spending pushing exports to an all-time high — good news for Taiwan's tech exporters and the wider AI supply chain.

• Taiwan's official economic health gauge stayed in the top "red light" band for a ninth month; one more would set the longest streak since records began in 1984.
• Exports hit a record for a single month, and new export orders topped $100 billion, up more than 70% from a year ago.
• The driver is AI and cloud companies pouring money into servers and custom chips, with global cloud spending expected to reach roughly $1.3 trillion next year.
• Domestic demand helped too: wholesale sales hit a record on server and chip demand, while retail and restaurants got a summer-holiday and festival boost.
• Worries about AI security and higher US bond yields haven't slowed cloud investment, though rising yields are squeezing the US housing market.

Outlook: Officials are cautiously optimistic the streak continues, with the fourth quarter's traditional busy season and AI spillover into older industries supporting growth, even as US tariffs and central bank policy remain wild cards.