TAIPEI (Taiwan News) — Taiwan’s DRAM exports soared 99% year-on-year to NT$352.9 billion (US$11.5 billion) in the first nine months of this year, fueled by rising global AI demand.

Computer peripheral exports also hit record highs at NT$733.9 billion, up 130% from the same period last year, per CNA. The Ministry of Finance said global data center expansion and upgrades are boosting memory demand.

Meanwhile, manufacturers are prioritizing high-bandwidth memory (HBM) and DDR5 for high-end AI servers, tightening supply for mid- and low-end DRAM and pushing prices higher. Taiwan’s DRAM imports also reached record levels, climbing 100.3% to NT$994.9 billion, largely due to increased HBM purchases from South Korea for AI chip manufacturing.

MOF noted a shift in export destinations: DRAM shipments to China and Hong Kong rose 3.4 times, accounting for 57.7% of total exports.

Solid-state non-volatile storage device exports fell 0.3%, and HDD shipments declined 10.6%, but exports to the US, Japan, and Europe rose 10–20%. Taiwan’s computer peripheral exports, mainly to the US and ASEAN, surged 1.6–4 times, reflecting AI-driven demand and shifts in the global supply chain.

The ministry said Taiwan’s DRAM and peripheral trade is benefiting from rising global demand and a strategic realignment of production and export markets, underscoring the country’s role in the AI hardware ecosystem.