Deficits with two Asian economies swing opposite ways as Trump and AI reorder trade

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Containers are stacked on a Yang Ming Marine Transport ship at the port of Keelung, Taiwan, in July 2025. © Reuters

PAK YIU and JAMES HAND-CUKIERMAN

February 20, 2026 14:08 JST

NEW YORK/TOKYO — Taiwan’s exports of goods to the U.S. surpassed those of China in December, the latest American trade data shows, as President Donald Trump’s tariffs and the artificial intelligence boom shook up global commerce.