Max Lv (@m0d8ye) “不难看出中国成熟制程芯片产已经开始进行全球倾销了。我猜大概率还是和 DRAM/NAND 短” — TopicDigg
Max Lv
@m0d8ye
加入 June 2009
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不难看出中国成熟制程芯片产已经开始进行全球倾销了。我猜大概率还是和 DRAM/NAND 短缺有关系。需要进一步观察长鑫和长江在低端市场的全球占有率数据。
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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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