台湾2025年第二季度的年经济增长率从最初估计的7.96%上调至8.01%，从第一季度下调的5.45%加速。这标志着自2021年第二季度以来最快的经济扩张，主要得益于对人工智能和新兴技术的强劲需求，出口激增35.02%（第一季度为19.38%）。进口也大幅增长，与上一季度的23.71%相比增长了31.29%。与此同时，政府支出显著增长（2.85%对0.52%），而私人消费放缓（0.49%对1.32%），固定资本形成总额也放缓（13.87%对18.48%）。在生产方面，制造业在2025年第二季度增长了17.24%，而第一季度增长了10.18%，主要是由于半导体、计算机、电子和光学产品的强劲产出增长。经季节性调整后，第二季度国内生产总值增长3.05%，高于上一季度向下修正的1.51%的增长率。

Taiwan’s annual economic growth in Q2 2025 was revised upward to 8.01% from an initial estimate of 7.96%, accelerating from a downwardly revised 5.45% in Q1. This marked the fastest economic expansion since Q2 2021, driven by a 35.02% surge in exports (vs 19.38% in Q1), primarily fueled by strong demand for AI and emerging technologies. Imports also rose significantly, increasing 31.29% compared to 23.71% in the previous quarter. Meanwhile, government spending grew notably (2.85% vs 0.52%), while private consumption slowed (0.49% vs 1.32%), as did gross fixed capital formation (13.87% vs 18.48%). On the production side, the manufacturing sector expanded by 17.24% in Q2 2025, following a 10.18% increase in Q1, mainly due to strong output growth in semiconductors, computers, electronics, and optical products. On a seasonally adjusted basis, GDP rose 3.05% in Q2, accelerating from a downwardly revised 1.51% expansion in the previous quarter.

周三中午左右，台湾证券交易所TAIEX指数创下24158点的历史新高，连续第四个交易日上涨，因对人工智能和美国对主要芯片制造商的部分关税豁免持乐观态度。周二，华尔街反弹进一步支撑了市场情绪，此前美国通胀数据疲软，提振了人们对美联储9月降息的预期，以及美中贸易休战延长90天。在贸易方面，台湾7月出口同比增长42.0%，为2010年5月以来的最快增长，主要受对美国、东盟和中国的强劲出口推动，进口增长20.8%，高于6月的17.3%。基准指数目前比4月份的低点上涨了约40%。涨幅居前的包括台湾半导体制造（1.3%）、鸿海精密工业（0.5%）、Mediatek（1.1%）和台达电子（5.1%）。

The Taiwan Stock Exchange TAIEX hit a record high of 24,158 around midday Wednesday, rising for the fourth session on optimism over artificial intelligence and partial U.S. tariff exemptions for major chipmakers. Sentiment was further supported by a Wall Street rally on Tuesday after softening U.S. inflation data bolstered expectations of a Fed rate cut in September, along with a 90-day extension of the U.S.-China trade truce. On the trade front, Taiwan’s exports surged 42.0% year-on-year in July, the fastest growth since May 2010, driven by strong shipments to the U.S., ASEAN, and China, while imports rose 20.8%, accelerating from 17.3% in June. The benchmark index is now up about 40% from its April low. Leading gainers included Taiwan Semiconductor Manufacturing (1.3%), Hon Hai Precision Industry (0.5%), Mediatek (1.1%), and Delta Electronics (5.1%).

2025年7月，对台湾的进口额同比增长20.8%，达到423.4亿美元，此前一个月增长17.3%，超过市场预测的17.1%增长。电子零件（+41.4%）、信息和视听产品（+66.8%）、机械（+25.8%）和化学品（+1.6%）的需求强劲，而矿产品的进口下降（-11.3%）。在主要贸易伙伴中，来自韩国的进口增幅最大（+41.3%），其次是东盟（+32.0%）、中国和香港（+16.4%）、日本（+15.4%）、美国（+13.5%）和欧洲（+1.9%）。1月至7月，进口总额达到2698.9亿美元，比去年同期增长20.5%，而同期从美国的采购额下降了6.8%。

Imports to Taiwan climbed 20.8% year-on-year to USD 42.34 billion in July 2025, following a 17.3% gain in the previous month and exceeding market forecasts of 17.1% growth. Stronger demand was seen in electronic parts (+41.4%), information and audio-video products (+66.8%), machinery (+25.8%), and chemicals (+1.6%), while imports declined for mineral products (-11.3%). Among key trading partners, imports from South Korea recorded the largest increase (+41.3%), followed by ASEAN (+32.0%), China and Hong Kong (+16.4%), Japan (+15.4%), the US (+13.5%), and Europe (+1.9%). For the January–July period, total imports reached USD 269.89 billion, up 20.5% from the same period last year, while purchases from the US declined 6.8% during this period.

2025年7月，台湾出口同比增长42.0%，达到创纪录的568.8亿美元，此前一个月增长33.7%，超过市场预期的28.7%。这是自2010年5月以来出口活动最强劲的年度扩张，其中信息、通信和音视频产品的出货量大幅增长（+87.1%）。其他主要贡献者包括电子零件（+34.1%）、机械（+14.0%）和化学品（+9.6%）。相反，贱金属和贱金属制品的出货量下降（-1.8%）。按目的地划分，对主要市场的出口强劲攀升，对美国（+62.8%）、东盟（+71.6%）、中国和香港（+23.9%）、欧洲（+4.1%）和日本（+0.5%）的出口量上升。1月至7月，出口总额达到3399.4亿美元，比去年同期增长28.3%，其中对美国的出口激增53.5%。

Exports from Taiwan surged 42.0% year-on-year to a record USD 56.68 billion in July 2025, following a 33.7% increase in the previous month and outperforming market expectations of 28.7% growth. This represented the strongest annual expansion in export activity since May 2010, led by a sharp rise in shipments of information, communication, and audio-video products (+87.1%). Other notable contributors included electronic parts (+34.1%), machinery (+14.0%), and chemicals (+9.6%). Conversely, shipments fell for base metals and articles of base metal (-1.8%). By destination, exports to key markets climbed robustly, with shipments rising to the US (+62.8%), ASEAN (+71.6%), China & Hong Kong (+23.9%), Europe (+4.1%) and Japan (+0.5%). For the January–July period, total exports reached USD 339.94 billion, marking a 28.3% increase from the same period last year, including a 53.5% surge in shipments to the US.