文章称，台湾对美出货上升与为 AI 公司扩大供应晶片与伺服器有关。文中指出，2023 年台湾对中国的出口高于对美国，但到 2025 年，跨太平洋运往美国的货品增量约为跨台湾海峡运往中国增量的两倍。文中还称，去年美国约占台湾总出口的近三分之一，且台北报告 12 月对美「information, communications and audiovisual products」出货较前一年上升 200.7%。
美中直接贸易下滑，但在 12 月，美国对中国仍录得 $12.7 billion 的贸易逆差，仅次于对 European Union、Taiwan、Vietnam 与 Mexico 的逆差。就 2025 全年而言，美国对中国的贸易逆差减少 $93.4 billion 至 $202.1 billion，而对台湾的逆差翻倍以上，接近 $147 billion。台北与华盛顿签署一项贸易协议，将「reciprocal」关税税率由 20% 下调至 15%，并在特定配额下让半导体产品可免税进入美国；台北统计机构也将 2026 年 GDP 成长预估由 3.54% 上调至 7.71%。
On February 20, 2026, data from the US Commerce Department showed that the US imported more goods from Taiwan than from China for the first time in decades. In December, US purchases of goods from China fell almost 44% year over year to $21.1 billion, while shipments from Taiwan more than doubled to $24.7 billion.
The article says Taiwan’s rising shipments to the US were tied to expanded supplies of chips and servers for AI companies. It states that in 2023 Taiwan exported more to China than to the US, but in 2025 the increase in goods shipped across the Pacific to the US was roughly twice the increase in goods shipped across the Taiwan Strait to China. It also says the US accounted for almost one-third of Taiwan’s total exports last year, and Taipei reported that December shipments of “information, communications and audiovisual products” to the US rose 200.7% from a year earlier.
US-China direct trade declined, but in December the US still recorded a $12.7 billion trade deficit with China, behind the deficits with the European Union, Taiwan, Vietnam, and Mexico. For full-year 2025, the US trade deficit with China fell by $93.4 billion to $202.1 billion, while the deficit with Taiwan more than doubled to almost $147 billion. Taipei and Washington signed a trade deal lowering the “reciprocal” tariff rate to 15% from 20%, with semiconductor products eligible for duty-free US entry under specific quotas, and Taipei’s statistics bureau raised its 2026 GDP growth estimate to 7.71% from 3.54%.