indo17787
Registered Member

China's customs data for July 2026 show imports of electronic integrated circuits worth about $63.83 billion in that single month. A UIBE trade-data analysis gives a closely related “chip products” figure of about $63.92 billion, up 70.9% YoY.
Even more remarkable, during January–July 2026, China imported roughly $361.8-362.4 billion of IC/chip products. Its largest sources were Taiwan (~$112.45bn), South Korea (~$108.89bn) and Japan (~$31.93bn).
There is also a fascinating change in China's import structure. January-July IC imports were up 58.3% in value but only about 8.2% in physical units. That means the average imported value per IC rose enormously, roughly 46% by one calculation.
And China simultaneously exported about $216bn of ICs during Jan–July. So its gross semiconductor trade looked approximately like:
IC imports → $361.8bn
IC exports → $216.0bn
Net IC imports → ~$145.8bn
Despite possessing one of the world's deepest semiconductor manufacturing ecosystems.
No major manufacturing economy has a perfectly national supply chain. China importing ~$64bn of ICs in one month is an extreme contemporary demonstration of it.
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