AI and semiconductors are driving the top two economies. Chip export volume grew only 3.7% but export value nearly doubled (+99.6%) due to global AI compute demand. Chips and computing equipment accounted for roughly half of total export growth, while integrated circuit imports surged 54.7%.
AI & semis are driving both the top 2 economies now
"The real story: AI is now a major trade driver. Chip export volume grew only 3.7%, but export value nearly doubled (+99.6%) thanks to surging global AI compute demand. Chips and computing equipment alone accounted for roughly half of total export growth.
Import side mirrors the trend: integrated circuit imports up 54.7%."
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