October’s nearly 50% year-over-year export growth from Taiwan wasn’t just a quarterly win—it was a signal. At the heart of this spike? AI infrastructure. The numbers reflect more than demand—they mark urgency. Tapeouts are accelerating, foundry bookings are solidifying faster, and verification cycles are feeling the pressure.

When export growth spikes at this scale, especially from a country at the center of global silicon manufacturing, it’s not just a macro headline—it’s a signal that design teams, suppliers, and partners across the stack are entering a phase where precision and speed matter more than ever. For us, it reinforces a simple idea: verification can’t be the bottleneck.

The full story from Reuters puts the scale of Taiwan’s AI-fueled momentum into clear and compelling context.