Skip to content
Trending storyDeveloping

Eponch AI research finds China 2.7 times as exposed to chip shortages as the US

1 article1 sourcesince Oct 13Last article 1h ago ·

Overview

AISummary of 1 article

Eponch AI research finds China is 2.7 times as exposed to chip shortages as the US, because semiconductors make up a larger share of its consumption.

The research says $15.2 of every $1,000 Chinese consumers and businesses spend ultimately pays for chips, compared with $5.7 for US spending.

The gap is wider for chips from specific suppliers: China's exposure is 4.7 times the US level for Taiwan, 4.0 times for South Korea and 3.6 times for Japan. The research also says domestic producers covered 23% of China's chip demand in 2022, up from 12% in 2016.

Written by AI from the articles below · updated Oct 13, 1:32 AM ET

Check the sources:

Latest developmentOct 13, 1:25 AM ET
China's chip exposure is 2.7 times America's, Eponch AI research finds

Article timeline

The articles in this story. Times are ET.

Oct 13
  1. Rohan PaulX
    China's chip exposure is 2.7 times America's, Eponch AI research finds

    AIEponch AI research says China is 2.7 times as exposed to chip shortages as the US, because semiconductors make up 2.7 times as large a share of its consumption. Of every $1,000 Chinese consumers and businesses spend, $15.2 ultimately pays for chips, against $5.7 for US spending. The gap is larger for chips from Taiwan (4.7 times), South Korea (4.0 times) and Japan (3.6 times), and domestic producers covered 23% of China's chip demand in 2022, up from 12% in 2016.

    Image from @rohanpaul_ai's post

Heat trend

Not enough continuous observations to show a trend yet.