Taiwan has jumped in front of Mexico and China this year for imports to the wide category of computer, which includes servers for the artificial intelligence industry.
ustradenumbers.com
This is a story of gold and computer servers.
Of Switzerland and Taiwan, Europe and Asia, the past and the future, a story of concern and optimism, and, in both cases, of the aircraft.
It is the story of the way in which gold bars imports increased to an amazing value of $ 30.44 billion in January, the month of President Trump took office to start his second term and then collapsed over 99% to $ 189.13 million in June.
It is the story of how the same period of computers, including servers, increased by 54.12%at the same time. The way in which the category increased steadily and certainly to $ 21.48 billion in June, while total US imports fell 16.32% – and why it happened.
It is the story of the way, through the narrow prism of US commodities, AI’s optimism among the largest US technology companies overshadows the fear of investors on Wall Street.
In the middle is Main Street, companies are large and small hoping to benefit from artificial intelligence, but pay more attention to the short -term impacts of invoices on their businesses.
Gold imports in the United States have risen to heights – with the help of increasing gold price – as the investor community came to security in the midst of increasing danger from a trade war.
AFP via Getty Images
But first, it was a golden story about how US imports from Switzerland increased in winter amid concerns over the threats of invoices coming and the impact of a Trump presidency. Gold imports, generally regarded as a safe haven in difficult times, made JFK International Airport the port of 1st ranking in January and February. A category of gold (HS 7115) increased to classify to the first place of the nation, the same two months. He then slipped until No. 198 in June.
By the time President Trump announced a 39% invoice to Swiss imports, they are worried about a rapidly growing US deficit, the golden rush is over, demand.
Then, as we moved from winter to spring and summer, the story goes. It moves the story of the way in which the wide category of computers (HS 8471) became the first introduction in April, May and continuing in June.
It happened with steady growth, such as Microsoft, Amazon and Facebook and Google parent companies poured Hundreds of billions of dollars in artificial intelligence race. They and their suppliers have hired, buy, build and bet strongly that AI will change the global economy, as Microsoft has changed the world at the dawn of the personal computer era and as deep as Facebook, Amazon and Google have changed the world from the dawn of the Internet.
This is a fight for the future and not a retreat to security. It is not clear who will prove to be right. Will the impact of the invoices that have quadrupled the economy in a recession this year or will it largely go unnoticed? Will AI developments prove initially vague or come quickly?
Are large technology companies really reacting to optimism or is there at least one whisty fomo – fear of losing?
One thing is for sure: As gold imports increased and then decreased, the computers category went from 4.29% of all US imports in 2024 to 5.74% in the first six months in – in a sign of acceleration – 8.09% in June.
To give a slight perspective in June, the value in the computer category was 42.12% larger than the second passenger category and 90.68% greater than oil, the third introduction.
Inside this category of computers is a subcategory (HR 847150) where the servers are calculated. World imports this year have increased by 135.40%, largely supplying Chicago’s O’Hare International Airport, Los Angeles International Airport and Port Laredo in Texas.
Some companies that benefit from this explosion of excitement and dollars are in Taiwan. In US imports in the computer category, Taiwan has seen its market share grow from 18.57% behind Mexico and China for 2024 to 35.19% in June this year, before Mexico, but Vietnam, Thailand and then China.
Taiwan, with these imports, collapsed in a score no. 4, among all US commercial partners for the value of its trade in June. And here is three more and even more impressive statistics:
- No. 1 was ranked among all the nations negotiating with the United States for the value of the airline.
- Its trade increased more than with any other US trade partner in June, up to $ 7.42 billion.
- Its trade was the second faster than the growth rate (53.85%) among the top 50, which represented 95.45% of the total US.
Taiwan adds another piece to this story. It is the story of another Taiwan Foxconn company, which led Apple’s incredible rise. Today, it is AI Server business exceeds iPhone business. While there are several other Taiwan companies, Foxconn has caught another tiger from the tail and controls 40% of the worldwide AI server market.
While global server imports increased by 135.40% from January to June, US imports from Taiwan increased by 583.27%, with O’Hare recording a 994.05% increase and a loose increase of 804.30%. The two represented 51.24% of the total. Imports of Taiwan’s Dallas Fort Worth Airport servers increased by 104.70% since January, probably to supply the Texas Server server market.
Among the commodity commodities is the history of competitive forces for the attention: the gold and the security it provides in times of risk and computers and the promise that possess the dawn of the era of artificial intelligence. It is a story whose end has not yet been written.
