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Sign InTaiwan's export orders experienced a record-breaking surge in March, jumping 65.9% year-on-year to reach $91.12 billion, marking the largest increase in 16 years. The figures significantly outperformed market expectations, which had anticipated a more modest 41.0% growth. Telecommunications products led the expansion with a staggering 120.9% increase, followed closely by electronic products and advanced semiconductors. This massive growth is primarily driven by insatiable global demand for AI infrastructure and high-performance computing components. Analysts view this data as a confirmation of the durability of the AI trade, providing a strong fundamental tailwind for semiconductor stocks like TSM and NVDA. Furthermore, the robust export performance is expected to bolster the Taiwan Dollar (USD/TWD) and related exchange-traded funds such as EWT and SOXX.