Surging Memory-Chip Prices Boost Value of China's Exports -- Market Talk

Dow Jones04-10 16:32

0832 GMT - Soaring memory-chip prices are boosting the value of China's semiconductor and downstream electronics exports, say Capital Economics economists in a note. With growing artificial-intelligence-related chip demand likely to continue to outstrip supply, prices look set to rise further in the near term, providing a meaningful tailwind to overall exports this year, they say. Although the gains will largely be price-driven, there should be some boost to real activity too, they say. A surge in the value of outbound semiconductor shipments is emerging as an important driver of China's export strength, they add. Growth in chip export value has accelerated sharply since late last year, entirely driven by memory chips, which accounted for almost half of the total chip export value last year, they say. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

April 10, 2026 04:32 ET (08:32 GMT)

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A surge in the value of outbound semiconductor shipments is emerging as an important driver of China's export strength, they add. Growth in chip export value has accelerated sharply since late last year, entirely driven by memory chips, which accounted for almost half of the total chip export value last year, they say. 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With growing artificial-intelligence-related chip demand likely to continue to outstrip supply, prices look set to rise further in the near term, providing a meaningful tailwind to overall exports this year, they say. Although the gains will largely be price-driven, there should be some boost to real activity too, they say. A surge in the value of outbound semiconductor shipments is emerging as an important driver of China's export strength, they add. Growth in chip export value has accelerated sharply since late last year, entirely driven by memory chips, which accounted for almost half of the total chip export value last year, they say. 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