
受惠於生成式AI浪潮,2026年1至8月台灣對美貿易出超達1407.4億美元,年增554億美元;對東協出超達446.6億美元創同期新高。同時,因AI高頻寬記憶體需求激增,台灣對韓入超擴增至422.1億美元,對日入超達195.1億美元,南韓與日本躍居前兩大貿易逆差來源國。
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文章指出,隨著高階產品回台生產並直銷美國,以及東協成為中低階產品組裝基地,台灣對美東協貿易出超快速成長。在全球AI產業鏈極度精密分工背景下,台灣對上游核心記憶體與半導體材料設備需求劇增,導致對韓日貿易逆差擴大。
資料來源:央行研究報告
〔記者高嘉和/台北報導〕隨著高階產品回台生產並直銷美國,加上東協成為中低階產品組裝基地帶動台灣電子零組件出口,台灣對美國與東協的貿易出超(順差)呈現暴衝式成長。而在全球AI產業鏈極度精密分工的背景下,台灣對上游核心記憶體與半導體材料設備的需求劇增,南韓與日本躍居台灣前兩大貿易入超(逆差)來源國。
受惠於生成式AI浪潮,2026年1至8月台灣整體商品貿易出超達1369.1億美元,年增57.6%,創歷年同期新高。
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其中對美貿易出超高達1407.4億美元(規模甚至超越台灣對全球總出超),年增554億美元;主要出口增量來自顯示卡與AI伺服器等資通與視聽產品,該類別占對美出超比重近9成。
另今年1至8月對東協貿易出超達446.6億美元創同期新高。台商「中國+1」基地對台灣電子零組件(占對東協出超79.4%)及資通產品需求極為強勁。
至於南韓躍居第1大入超國,今年1至8月台灣對韓入超擴增至422.1億美元。主因AI高頻寬記憶體(HBM)供不應求且價格大漲,記憶體占台灣對韓入超比重高達95.5%。
日本則是第2大入超國),今年年1至8月對日入超達195.1億美元,主要進口精密機械(占比35.6%)、化學品(22.1%)及半導體生產關鍵資材。
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AI outlook — possibilities, not facts
台灣對美貿易出超將持續成長,受惠於AI伺服器及顯示卡需求
Likely · Within months
台灣對韓日貿易逆差將短期內維持高位
Likely · Within months

The Ministry of Economic Affairs yesterday invited steel industry operators and the Iron and Steel Association to discuss the management measures for steel product quotas exported to Europe. After five hours of discussion, it was decided to reduce the proportion of freely applied quotas for metal-coated steel plates (category 4A) from the original 20% to 10%. The allocation principles and procedures remain unchanged, and the total amount is divided into three applications on average to avoid being fully applied for as soon as the quota is opened.

The 2026 "Xinhua Pretty Rural Commercial Bank Cup" Hunan Province Rural Anchor Autumn Competition ended in Xinhua, Loudi. Song Chunjiao, a new farmer from Jiangyong County, won the first place in the overall score of the rookie group with her live broadcasting ability and performance in helping farmers, and was rated as a provincial "golden anchor". She took root in Huaimu Village, Coushijiang Town, promoted special agricultural products such as Jiangyong pomelo, and cultivated more than 60 village broadcasters, driving villagers to increase their income. Jiangyong County was awarded the title of "Leading County" in rural e-commerce across the country.

On September 21, 2026, the fifth ministerial meeting of RCEP was held in Manila. It was agreed to establish a working group for Bangladesh, Chile, Hong Kong, and Sri Lanka to join, and will formulate an upgraded "Joint Scope Document" to promote the upgrade process in 2027. The simultaneous advancement of membership expansion and upgrade will deepen the economic integration of the Asia-Pacific region.

Cao Jinping, a former Mirage 2000 fighter seed instructor, Air Force lieutenant general and retired flying officer, was recently promoted to the chairman of Hanxiang Aviation Industry. He has experienced many life and death tests such as the 105 shelling shock and the 0102 Black Hawk crash, and faced challenges with an optimistic attitude. Flying the last Brave Eagle high-education aircraft into the sky on the day it was delivered symbolized the success of China's domestic manufacturing. Cao Jinping transformed military leadership into market competitiveness, promoted Hanxiang to enter the life-cycle maintenance and civil aircraft order markets, and developed cutting-edge systems such as black-wing drones, actively exploring global aerospace and military-industrial business opportunities.

Gucci launches new Drip sneakers, marked as Made in China, breaking the tradition of Italian manufacturing. The move is aimed at controlling costs and attracting aspirational consumers, but has sparked concerns in the industry that it could damage the brand's upscale image. Kering Group CEO Mayo hopes to reverse the group's decline through this move. Gucci's sales have halved in the past three years. The retail price of the shoes starts at 820 euros, which is still in the luxury category. Analysts warned that it could trigger a consumer backlash, arguing that Chinese manufacturing is detrimental to brand image.

Nantou Wanglai Industrial Park is currently home to the Aini Enterprise Tourism Factory, and another nine manufacturers are under construction, including the "Niaoqingshan" tourist and leisure park built by Baotian Group with an investment of 2 billion yuan. The county government estimates that after operation, the park will create an annual output value of 3 billion yuan, create more than 1,000 new job opportunities, and attract about 10,000 tourists every week.