This is fascinating from China's customs data (). All its exports are rising very rapidly but the one export that's rising the fastest, at a crazy +72.6% growth year on year, is... semiconductors! As you can see in the trade data China sold $43.32 billion worth of 集成電路 ("integrated circuits") in Jan-Feb 2026, vs $25.10 billion for Jan-Feb last year. Interestingly, volume is "only" up 13.7% year on year, which means the increase in revenue is mostly driven by higher prices per chip, which probably suggests that a) China is climbing up the value chain (selling more expensive chips) b) demand for their chips far exceeds supply - which is the exact opposite of "overcapacity". You don't get +53% price increases per unit in a market with overcapacity And all in all, it goes to show that China is definitely a force to be reckoned with in the semiconductor world. Global semiconductor sales were $791.7 Billion in 2025 ( and projected to be ~$975 billion this year. China selling $43.32 billion in 2 months means its doing $260 billion annualized: that's over a quarter of the entire global semiconductor market. So much for the idea that export controls would freeze China out of the semiconductor industry...

這在中國現在是一個巨大的故事，考慮到2017年這一事件引發的巨大反響：中國對韓國的旅遊被停止，樂天集團在中國幾乎被關閉（幾乎所有112家樂天超市因為「消防安全問題」而關閉），現代和起亞不得不關閉工廠，K-pop在中國媒體中消失等等。 而現在美國正將其拆解，送往中東…… 所以，從字面上來說，為了擁有這個，韓國承受了數百億的經濟損失，並對其與鄰國及最大貿易夥伴的關係造成了巨大的傷害……只是為了讓美國在適合他們的時候再拿回去。 這個教訓不言而喻。