Taiwan has climbed to fourth place in the US Import Ranking, reflecting surging semiconductor exports and shifting trade dynamics. During the first 11 months of 2025, US imports from Taiwan exceeded those from South Korea. As a result, Taiwan strengthened its position among America’s leading trading partners.
Data from the US Department of Commerce show that US imports from Taiwan reached $176.7 billion during the period. This figure represents 5.6% of total US imports. Consequently, Taiwan secured fourth place in the US Import Ranking.
By contrast, US imports from South Korea totaled $113.4 billion. That figure marked a 5.9% decline from a year earlier. Therefore, South Korea fell to ninth place with a 3.6% share.
Mexico remained the largest source of US imports at $492.5 billion. Meanwhile, Canada followed with $351.2 billion, and China ranked third with $287.3 billion. After Taiwan, Vietnam, Germany, Japan and Ireland rounded out the top group.
Taiwan’s rise reflects strong global demand for advanced chips. Semiconductor exports continue to anchor Taiwan’s trade performance. In particular, US technology firms increased orders to support artificial intelligence and data center expansion.
Industry analysts note that Taiwan’s chipmakers benefit from supply chain realignment. Many US companies have diversified sourcing away from mainland China. Consequently, Taiwanese suppliers have gained market share.
South Korea’s decline stems partly from trade headwinds. US tariffs on automobiles and steel have weighed on Korean exports. Moreover, policy uncertainty has complicated long-term planning for manufacturers.
Japan also slipped in the rankings due to weaker auto exports. As global demand for vehicles fluctuates, traditional exporters face rising competition. Therefore, trade composition increasingly shapes national standings.
Between 2009 and 2024, South Korea consistently ranked sixth or seventh. In 2024, it placed seventh with a 4% share. However, the latest data show a notable drop in the US Import Ranking.
Last month, US President Donald Trump signaled potential tariff increases. He warned that tariffs on South Korean automobiles, pharmaceuticals and timber could rise from 15% to 25%. Such measures could further alter trade flows.
Economists say Taiwan’s performance highlights structural strengths. High-value technology exports deliver resilience against tariff shocks. Furthermore, diversified manufacturing reduces exposure to single-product risks.
Looking ahead, analysts expect semiconductor demand to remain robust. However, geopolitical tensions could reshape trade policies further. Therefore, policymakers in Taipei and Seoul will monitor developments closely.
Ultimately, Taiwan’s advance in the US Import Ranking underscores the strategic value of technology supply chains. As trade patterns evolve, export competitiveness will determine future standings.
