“ChinAI #251: A surprise in the data on China’s chip imports” by Jeffrey Ding

Greetings from a world where… I’m enjoying Wong Kar-wai's foray into C-drama land with Blossoms …As always, the searchable archive of all past issues is here. Please please subscribe here to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay support access for all AND compensation for awesome ChinAI contributors). 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 [...] --- First published: January 22nd, 2024 Source: https://chinai.substack.com/p/chinai-251-a-surprise-in-the-data --- Narrated by TYPE III AUDIO.