{
  "id": 14402488,
  "title": "China chip exports jump 136% to US$45b as AI frenzy jacks up prices",
  "url": "https://urgent.news/2026/10/14/china-chip-exports-jump-136-to-us-45b-as-ai-frenzy-jacks-up-prices",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-14T08:30:11.000Z",
  "source": {
    "name": "SCMP Tech",
    "slug": "scmp-tech",
    "url": "https://www.scmp.com/tech/tech-trends/article/3370858/china-chip-exports-jump-136-us45b-ai-frenzy-jacks-prices"
  },
  "original_language": "en",
  "account": "China's integrated circuit (IC) exports skyrocketed by 136% year-on-year in September, reaching a record US$45 billion, according to customs data. This marked a 1% increase in volume, but higher prices due to a global memory chip shortage drove the value surge. The first three quarters of the year saw exports of 275.2 billion IC units worth nearly US$302 billion, far outpacing the overall 36.3% year-on-year growth in China's exports, which totaled US$447.18 billion.\n\nThe data underscores China's significant role in the global semiconductor supply chain, even though the country does not produce the most advanced hardware due to limited access to cutting-edge manufacturing equipment. Wang Jun, a spokesman and vice-minister of the customs authority, attributed the surge to the rapid development of AI, which has intensified the demand for computing power and intermediate manufacturing products.\n\nBeyond chips, other hardware products also experienced higher shipments. Computer part exports grew 2.1 times year-on-year, memory component exports, including solid-state drives, increased 1.3 times, and data-processing equipment exports, such as servers, rose by 7.2%. Additionally, Chinese-made AI glasses and robots are entering international markets, enriching global AI application scenarios. Meanwhile, semiconductor imports have surged, with memory imports growing 150% year-on-year and IC imports increasing 56.6% during the first nine months of the year.",
  "summary": "China’s integrated circuit (IC) exports surged 136 per cent year on year in September to US$45 billion, exceeding the 108 per cent growth rate in the first nine months of the year in a sign of the country’s rising influence in the global semiconductor supply chain. In September, China exported 32.7 billion units of ICs, according to customs data released on Wednesday, a 1 per cent year-on-year…",
  "key_points": [
    "China's IC exports jumped 136% to US$45 billion in September.",
    "Price surge from global memory chip shortage drove value increase.",
    "AI frenzy intensified demand for computing power and intermediate products."
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "South China Morning Post",
        "title": "China chip exports jump 136% to US$45b as AI frenzy jacks up prices",
        "url": "https://urgent.news/2026/10/14/china-chip-exports-jump-136-to-us-45b-as-ai-frenzy-jacks-up-prices-14407246",
        "published": "2026-10-14T08:30:11.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}