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Feature Translation: How Many Chips Does China Import?

Context: Earlier this month, China's General Administration of Customs (GAC) released 2023 figures on imports and exports of integrated circuits. One anomaly from the data: For the first time since GAC started tracking these figures in 2005, China's chip imports dropped in two consecutive years. What gives? This week's analysis (link to original Chinese) by Semiinsights[半导体行业观察] examines changing trends in China's chip industry.

Key Takeaways: We start by looking back at the past ten years. From 2014 to 2021, China's chip [...]

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First published:
January 22nd, 2024

Source:
https://chinai.substack.com/p/chinai-251-a-surprise-in-the-data

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