The Kobeissi Letter (@KobeissiLetter) “What is happening in Hong Kong? Chinese semiconductor exports to Hong Kong rose” — TopicDigg
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What is happening in Hong Kong?
Chinese semiconductor exports to Hong Kong rose to a record $15 billion in May.
This figure has soared over +200% since early 2025.
At the same time, Chinese chip exports to the world surged to a record $35 billion, tripling over the same period.
As a result, Hong Kong accounted for 43% of China’s semiconductor exports in May.
Over the first 5 months of 2026, China exported $239 billion of chips globally, with Hong Kong absorbing over 50% of this total, a record proportion and up from ~33% a decade ago.
Hong Kong has become a dominant logistics hub for China’s chip trade.
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