China’s trade surplus expanded to a record $125.6 billion in June, marking the second-largest monthly advance in the country’s history.
The figure was propelled by a broad-based acceleration in exports, which rose 27% year-on-year — the fastest pace of growth since 2021.
Shipments of automatic data processing machines and parts, a key proxy for semiconductor and AI hardware output, jumped 41% in the first half of 2026.
This surge significantly outpaced market expectations, signaling robust external demand despite ongoing geopolitical headwinds.
The export boom was particularly pronounced in high-tech manufacturing.
Shipments of automatic data processing machines and parts, a key proxy for semiconductor and AI hardware output, jumped 41% in the first half of 2026.
This performance highlights the critical role of artificial intelligence infrastructure and consumer electronics in sustaining China’s trade balance.