Greater China Semiconductors April Trade Update

April 2026 data shows strong momentum in the Greater China semiconductor sector, highlighted by a 22.1% rise in IC production and a massive 99.6% surge in IC export value. Structural demand for AI and automotive chips continues to support local supplier expansion and capex growth.

Key Takeaways

• 1.April data indicates semiconductor demand in China remains robust, with IC production up 22.1% YoY and IC import value up 54.7% YoY.
• 2.China's integrated circuit export value surged by 99.6% YoY in April 2026, reaching $31.1 billion.
• 3.Domestic semiconductor manufacturers continue active equipment bidding, signaling an upward capex trend driven by AI and localization.

Table of Contents

• Strong YoY growth of IC production/ import value in Apr
• China Semis manufacturers' recent bidding
• Disclosure Appendix
• Regulatory disclosures
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial