Supply Lines

Exports From South Korea and Taiwan Surge Amid Demand for AI Gear

Korea’s chip exports jumped 183%, showing resilience amid energy supply headwinds

Shovels staged in a pile of dirt before a groundbreaking ceremony at the Portsmouth Site in Piketon, Ohio, US, on Friday, March 20, 2026.Photographer: Brian Kaiser/Bloomberg

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By Brendan Murray

April 21, 2026 at 11:08 AM UTC

This article is for subscribers only.

Two of Asia’s biggest tech exporters are proving resilient to the disruptions from the war in the Middle East, thanks largely to the global boom in artificial intelligence.

Exports adjusted for working-day differences rose 49% from a year earlier in the first 20 days of April, according to South Korean customs data released Tuesday. ( Click here to read the full story.)