<h2>科技赢家：台湾和韩国报告了强劲的贸易，官方表示这表明它们在快速扩张的人工智能供应链中具有关键优势。</h2>
<p>上个月出口激增至新高，因与人工智能（AI）基础设施相关的强劲需求推动了先进技术组件的出货，突显了该国在全球半导体供应链中的关键角色。</p>
<p>根据财政部昨日的报告，出口额达到 801.8 亿美元，为单月最高，较去年同期增长 61.8%，标志着连续第 29 个月增长。</p>
<p>“这一激增主要是由于全球对人工智能基础设施的投资，” 统计局局长蔡美娜表示。</p>
<p>她补充道，下一代人工智能计算系统的大规模生产加速了半导体供应链的采购。</p>
<p>电子元件成本的上升也促使制造商提前采购，同时公司在新产品发布前更快地建立库存，进一步支持了出口势头，蔡美娜表示。</p>
<p>电子行业的供应限制也推高了供应链内的通胀压力。</p>
<p>台湾的出口价格指数以近四年来最快的速度上涨，反映出关键材料和组件的成本上升。</p>
<p>与此同时，进口也攀升至创纪录的高位，突显了人工智能供应链内的全球合作。</p>
<p>蔡美娜表示，台湾上个月进口了 589.1 亿美元的商品，同比增长 38.3%，主要受到出口相关需求和半导体制造设备采购增加的推动。</p>
<p>电子元件和资本设备的进口达到了新的月度高点，全球科技公司加大了对人工智能的投资。</p>
<p>上个月该国的贸易顺差为 212.7 亿美元，同比增长 206.8%。</p>
<p>预计本月出口增长势头将持续，预计出货量同比增长 44% 至 51%，蔡美娜表示。</p>
<p>然而，传统行业表现疲软，出口同比仅增长 0.9%，各行业结果参差不齐。</p>
<p>机械设备的出货量增长了 16.3%，受到来自美国、欧洲和东南亚对半导体和实验室设备需求的支持。电气机械出口增长了 12%，受益于人工智能行业和美国基础设施项目的溢出需求。</p>
<p>相比之下，基础金属及相关产品的出口下降了 7.4%，而纺织品的出货量在全球需求疲软的情况下下降了 10.3%。运输设备出口下降了 15.6%，是主要类别中降幅最大的，主要由于对美国的汽车零部件和对中东的乘用车出货减少。</p>
<p>在第一季度，台湾的出口总额为 1957.4 亿美元，同比增长 51.1%。这一数字也超过了去年传统上更强的第四季度，并超出了政府的预测 11.4 个百分点，暗示今年 GDP 增长可能上调。</p>
<p>蔡美娜表示，在主要经济体中，台湾是唯一一个在第一季度出口增长超过 50% 的国家。</p>
<p>韩国也报告了强劲的贸易结果，上个月出口额达到 861.3 亿美元，创下新高，主要得益于全球对内存芯片的强劲需求。</p>
<p>她补充道，这两国的同步激增表明它们在快速扩张的人工智能供应链中具有关键优势。</p>

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<p>台湾的出口在三月份达到了创纪录的 801.8 亿美元，得益于对人工智能基础设施和先进技术组件的强劲需求，同比增长 61.8%。这一增长是连续第 29 个月，突显了台湾在全球半导体供应链中的关键角色。进口也激增至 589.1 亿美元，反映出与人工智能相关的采购增加。尽管整体表现强劲，传统行业的表现却参差不齐，一些行业出现了下滑。台湾的贸易顺差上升至 212.7 亿美元，预计未来几个月出口增长将持续</p>

<h2>TECH WINNERS: Taiwan and South Korea reported robust trade, which suggests that they have critical advantages in the rapidly expanding AI supply chain, an official said</h2>
<div class="lb-trans"><h2>科技赢家：台湾和韩国报告了强劲的贸易，官方表示这表明它们在快速扩张的人工智能供应链中具有关键优势。</h2>
</div><p>Exports last month surged to a new high, as booming demand tied to artificial intelligence (AI) infrastructure fueled shipments of advanced technology components, underscoring the nation’s pivotal role in the global semiconductor supply chain.</p>
<div class="lb-trans"><p>上个月出口激增至新高，因与人工智能（AI）基础设施相关的强劲需求推动了先进技术组件的出货，突显了该国在全球半导体供应链中的关键角色。</p>
</div><p>Outbound shipments climbed to US$80.18 billion, the highest ever for a single month, rising 61.8 percent from a year earlier and marking the 29th consecutive month of growth, the Ministry of Finance said yesterday.</p>
<div class="lb-trans"><p>根据财政部昨日的报告，出口额达到 801.8 亿美元，为单月最高，较去年同期增长 61.8%，标志着连续第 29 个月增长。</p>
</div><p>“The surge was driven primarily by global investment in AI infrastructure,” Department of Statistics Director-General Beatrice Tsai (蔡美娜) said.</p>
<div class="lb-trans"><p>“这一激增主要是由于全球对人工智能基础设施的投资，” 统计局局长蔡美娜表示。</p>
</div><p>The mass production of next-generation AI computing systems has accelerated procurement across the semiconductor supply chain, she added.</p>
<div class="lb-trans"><p>她补充道，下一代人工智能计算系统的大规模生产加速了半导体供应链的采购。</p>
</div><p>Rising electronic component costs have also prompted manufacturers to bring forward purchases, while companies are building inventories more quickly ahead of new product launches, further supporting export momentum, Tsai said.</p>
<div class="lb-trans"><p>电子元件成本的上升也促使制造商提前采购，同时公司在新产品发布前更快地建立库存，进一步支持了出口势头，蔡美娜表示。</p>
</div><p>Supply constraints in the electronics industry also pushed up inflationary pressures within the supply chain.</p>
<div class="lb-trans"><p>电子行业的供应限制也推高了供应链内的通胀压力。</p>
</div><p>Taiwan’s export price index rose at its fastest pace in nearly four years, reflecting higher costs for key materials and components.</p>
<div class="lb-trans"><p>台湾的出口价格指数以近四年来最快的速度上涨，反映出关键材料和组件的成本上升。</p>
</div><p>Meanwhile, imports also climbed to a record high, highlighting global collaboration within the AI supply chain.</p>
<div class="lb-trans"><p>与此同时，进口也攀升至创纪录的高位，突显了人工智能供应链内的全球合作。</p>
</div><p>Taiwan last month imported US$58.91 billion worth of goods, up 38.3 percent from a year earlier, driven by export-related demand and increased purchases of semiconductor manufacturing equipment, Tsai said.</p>
<div class="lb-trans"><p>蔡美娜表示，台湾上个月进口了 589.1 亿美元的商品，同比增长 38.3%，主要受到出口相关需求和半导体制造设备采购增加的推动。</p>
</div><p>Imports of electronic components and capital equipment reached new monthly highs as global technology firms ramped up AI investments.</p>
<div class="lb-trans"><p>电子元件和资本设备的进口达到了新的月度高点，全球科技公司加大了对人工智能的投资。</p>
</div><p>The nation last month posted a trade surplus of US$21.27 billion, a 206.8 percent jump from a year earlier.</p>
<div class="lb-trans"><p>上个月该国的贸易顺差为 212.7 亿美元，同比增长 206.8%。</p>
</div><p>Export growth momentum is expected to continue this month, with shipments projected to rise 44 percent to 51 percent year-on-year, Tsai said.</p>
<div class="lb-trans"><p>预计本月出口增长势头将持续，预计出货量同比增长 44% 至 51%，蔡美娜表示。</p>
</div><p>However, traditional industries showed subdued performance, with exports rising just 0.9 percent year-on-year and results mixed across sectors.</p>
<div class="lb-trans"><p>然而，传统行业表现疲软，出口同比仅增长 0.9%，各行业结果参差不齐。</p>
</div><p>Machinery shipments grew 16.3 percent, supported by demand for semiconductor and laboratory equipment from the US, Europe and Southeast Asia. Electrical machinery exports rose 12 percent, benefiting from spillover demand from the AI sector and US infrastructure projects.</p>
<div class="lb-trans"><p>机械设备的出货量增长了 16.3%，受到来自美国、欧洲和东南亚对半导体和实验室设备需求的支持。电气机械出口增长了 12%，受益于人工智能行业和美国基础设施项目的溢出需求。</p>
</div><p>By contrast, exports of basic metals and related products fell 7.4 percent, while textile shipments dropped 10.3 percent amid weaker global demand. Transportation equipment exports declined 15.6 percent — the steepest drop among major categories — largely due to reduced shipments of auto parts to the US and passenger cars to the Middle East.</p>
<div class="lb-trans"><p>相比之下，基础金属及相关产品的出口下降了 7.4%，而纺织品的出货量在全球需求疲软的情况下下降了 10.3%。运输设备出口下降了 15.6%，是主要类别中降幅最大的，主要由于对美国的汽车零部件和对中东的乘用车出货减少。</p>
</div><p>For the first quarter, Taiwan’s exports totaled US$195.74 billion, up 51.1 percent from a year earlier. The figure also surpassed the traditionally stronger fourth quarter of last year and exceeded the government’s forecast by 11.4 percentage points, suggesting the possibility of an upward revision to this year’s GDP growth.</p>
<div class="lb-trans"><p>在第一季度，台湾的出口总额为 1957.4 亿美元，同比增长 51.1%。这一数字也超过了去年传统上更强的第四季度，并超出了政府的预测 11.4 个百分点，暗示今年 GDP 增长可能上调。</p>
</div><p>Among major economies, Taiwan was the only one that posted export growth exceeding 50 percent in the first quarter, Tsai said.</p>
<div class="lb-trans"><p>蔡美娜表示，在主要经济体中，台湾是唯一一个在第一季度出口增长超过 50% 的国家。</p>
</div><p>South Korea also reported robust trade results, with exports last month reaching a record US$86.13 billion on strong global demand for memory chips.</p>
<div class="lb-trans"><p>韩国也报告了强劲的贸易结果，上个月出口额达到 861.3 亿美元，创下新高，主要得益于全球对内存芯片的强劲需求。</p>
</div><p>The parallel surges suggests that both economies hold critical advantages in the rapidly expanding AI supply chain, she added.</p>
<div class="lb-trans"><p>她补充道，这两国的同步激增表明它们在快速扩张的人工智能供应链中具有关键优势。</p>
</div>

Exports hit record US$80.18bn on AI

- 台湾和韩国报告强劲贸易，表明在人工智能供应链中的优势。  
- 台湾上月出口 801.8 亿美元，创单月新高，同比增长 61.8%。  
- 韩国出口 861.3 亿美元，主要得益于内存芯片需求，显示全球合作加深。

由于人工智能的推动，出口额达到创纪录的 801.8 亿美元