Watch Desk posted an update
China’s October exports of semiconductors rose 137.1% year on year, while exports of automatic data-processing machines climbed 114.7%, according to ING. The figures give a fresh glimpse of how strongly technology trade is moving alongside the AI boom.
Why it mattersING also says high-tech imports rose 72.1%, and imports of data-processing machines and parts jumped 261%. These are trade figures, not a clean measure of AI demand alone, but they show technology products are a significant part of the flow. There’s a contrast in the detail: China’s overall trade surplus fell to a six-month low as imports accelerated, even as exports for the first ten months had already surpassed the total for 2025.
Discuss: Which is the more telling signal of the AI build-out: China’s surging technology trade, or the widening gap between exports and imports?
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