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中国芯片出口因AI热潮飙升136%至450亿美元China's chip exports jump 136% to $45 billion amid AI frenzy

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电路板上的半导体芯片特写 · 图片来源:Jakub Pabis / PexelsClose-up of semiconductor chips on a circuit board · Photo: Jakub Pabis / Pexels

中国集成电路出口在9月同比激增136%,达到450亿美元。这一增长受到AI需求推动的存储芯片价格大幅上涨的拉动。

China's integrated circuit exports surged 136% year-on-year in September to reach $45 billion. The jump was driven by AI-fueled demand pushing memory chip prices sharply higher.

根据中国海关数据,该国集成电路出口在9月同比增长136%,达到450亿美元,超过了今年前九个月记录的108%增长率。中国当月出口了327亿个集成电路单元,年增幅仅为1%。

According to Chinese customs data, the country's integrated circuit exports rose 136% year-on-year in September to reach $45 billion, outpacing the 108% growth rate recorded over the first nine months of the year. China exported 32.7 billion IC units that month, a volume increase of just 1% year-on-year.

价值的大幅跳升主要由存储芯片价格飙升推动。全球对AI服务器的需求显著增强了存储芯片制造商的定价能力。

The sharp jump in value was driven largely by surging memory chip prices. Global demand for AI servers has significantly strengthened memory chipmakers' pricing power.

分析人士表示,这些数据清楚地表明中国在全球半导体供应链中的影响力正在提升。这一发展也为美中之间持续的技术竞争提供了新的动力。

Analysts say the data is a clear signal of China's rising influence over the global semiconductor supply chain. The development also feeds back into the ongoing technology rivalry between the US and China.