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Singapore's January Exports Rise 9.3% on AI-Driven Electronics Surge

Officials now project 2026 NODX growth of 2% to 4% on sustained semiconductor demand.

Overview

  • The 9.3% year-on-year gain extended December’s 6.1% increase but came in below market forecasts.
  • Electronics NODX jumped 56.1%, led by integrated circuits up 80.5%, disk media up 70.2% and PCs up 24%, with growth boosted by a low base tied to last year’s holiday timing.
  • Measured in dollars, electronic shipments were about S$3.1 billion in January, below the 2025 monthly average.
  • Non-electronics NODX fell 3% from a year earlier, with declines in specialised machinery, food preparations and petrochemicals.
  • Exports rose to China, Hong Kong and the European Union but fell to the United States and Indonesia, underscoring uneven external demand and seasonal effects.