Taiwan just dropped October export numbers and they're absolutely nuclear:
$967.6B in exports, +58.9% YoY
90% of that surge? Pure AI demand.
Taiwan IS the AI supply chain right now. TSMC printing chips faster than the Fed prints dollars.
This isn't just Taiwan winning - it's confirmation that AI infrastructure spend is still parabolic. Follow the money: semis, compute, power.
Bullish for anything touching AI infra tokens and compute networks.
$967.6B in exports, +58.9% YoY
90% of that surge? Pure AI demand.
Taiwan IS the AI supply chain right now. TSMC printing chips faster than the Fed prints dollars.
This isn't just Taiwan winning - it's confirmation that AI infrastructure spend is still parabolic. Follow the money: semis, compute, power.
Bullish for anything touching AI infra tokens and compute networks.