Taiwan’s manufacturing sector saw a notable rise in business confidence in November, driven largely by strong global demand for artificial intelligence–related products. Manufacturers reported growing optimism about orders, production, and future prospects as investment in AI infrastructure continues to accelerate worldwide. This marked another consecutive month of improving sentiment, signaling sustained momentum in the industrial sector.
The improvement is closely tied to rising demand for AI hardware, high-performance computing systems, and advanced electronics. Export orders linked to data centers, servers, and chip-intensive applications have strengthened, supporting higher output and boosting expectations for near-term growth. These trends are helping offset broader global economic uncertainties affecting traditional manufacturing segments.
Taiwan’s semiconductor and electronics industries, central to its export-driven economy, have been key beneficiaries of this surge. Companies in these sectors are expanding capacity and increasing production to meet orders from global technology firms scaling up AI deployments. The sustained flow of AI-related business has reinforced Taiwan’s strategic importance in the global technology supply chain.
Overall, the rise in manufacturing sentiment reflects how AI demand is reshaping industrial confidence and investment decisions. As long as global spending on AI systems and infrastructure remains strong, Taiwan’s manufacturers are expected to maintain positive momentum into the coming year.
