When the United States increases chip sanctions, China's semiconductor exports will exceed one trillion yuan

On December 5th, local time on December 2nd, the Biden administration introduced new semiconductor export control measures to China. The final plan involves 136 Chinese entities and 4 overseas subsidiaries of Chinese entities. The scope of control is also relatively focused, mainly for chips used in advanced artificial intelligence, and the control targets are mainly manufacturers of such chips. At the same time, another trend is also worthy of our attention: from January to October this year, China's semiconductor exports reached 931.17 billion yuan, an increase of 21.4%, and the average monthly export is about 93 billion yuan. From the data of the past three years, the fourth quarter of each year is still the peak season for China's semiconductor exports. According to this trend, by November this year, China's chip exports will exceed trillion yuan.