Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders for information and communications technology (ICT) products, led by AI servers, up nearly 90% year-over-year, while export orders for foundry and memory also rose by more than 70%. However, companies in advanced economies are encountering power shortages as they invest in AI infrastructure, exposing a bottleneck that highlights the need to develop AI computing and net-zero technologies in tandem.