BREAKING
China Chip Exports Hit Record $36B
0
B
Chip exports
0
%
YoY value
0
%
YoY volume
Memory Prices Drove the Gain
Broad Trade Strength in May
Chip exp $B
36
Computers $B
27
Surplus $B
105.4
Boom Now, Doubts Ahead
Tailwinds
●
US curbs spur self-sufficiency
●
Korea exports to China up 200%
●
SMIC, CXMT post record revenue
Risks
●
Price-driven, weak volume
●
Overproduction, inventory risk
●
Trade tensions and inflation
Volume Trend Is the Key Watch
AI NEWS BLITZ
China's chip exports hit a record thirty-six billion dollars in May, up one hundred eleven percent.