AI Boom Masks Falling Exports Across Taiwan, South Korea, and Japan
That said. Taiwan is reporting a deficit in trading with China. Taiwan is also unable to sell its hottest wares (TSMC capacity for nontrivial NPUs) to China. If not that, they'd probably have not 40 but 60+% export growth.
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTexAmerican reindustrialization (and I mean mainly AI stuff) is an existential threat to East Asian economies. Since the entire East Asia goes up in flames if a major war in the SCS starts, Americans will keep trying to on-shore production.
The usual trope about repressed consumption in East Asia. "Unproductive small businesses" is a real problem though. Japan is a busywork machine.
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTexThat said. Taiwan is reporting a deficit in trading with China. Taiwan is also unable to sell its hottest wares (TSMC capacity for nontrivial NPUs) to China. If not that, they'd probably have not 40 but 60+% export growth.