The association released the September numbers on Monday. Taiwan’s machinery exports reached US$3.437 billion, up 29.9 percent from a year earlier. That makes twenty straight months of growth. Electronic equipment alone rose 61 percent to US$700 million. Inspection and testing gear followed close behind.

The Taiwan Association of Machinery Industry says the orders come from the same AI build-out that is filling the chip fabs. Servers need racks, power supplies, testing jigs, and the tools that assemble them. Those tools are made in Taichung, Taoyuan, and the industrial parks around the island. The association expects the fourth quarter to stay positive. Full-year exports could set a record above US$38 billion.

Electronic equipment and testing machines now account for more than a third of the total. The older lines—machine tools, power transmission parts—still ship, but the growth is concentrated. China and the United States remain the biggest buyers. Singapore has moved into third place.

The currency helps less than it used to. The New Taiwan dollar has not weakened as much as the yen or the won. Some shops still quote in dollars and eat the difference. The association notes the risk but does not call it fatal. Demand for semiconductor equipment is strong enough to cover the gap for now.

Taipei Times carried the report. The robotic arms at the automation show in August were already moving. September’s containers left the ports with the same purpose.