“US imports from Taiwan just flipped above China for the first time, hitting $24.6B vs China's $23.5B in May 2026, driven entirely by AI chip demand, and TSMC manufactures the vast majority of those chips.”
“We imported more from Taiwan than China as tariffs and AI trends collide.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.