Core Insights - China's tech exports to the US have decreased significantly, with a 70% drop compared to the fourth quarter of 2024, primarily due to new tariffs imposed by the US government [1][8] - In contrast, tech exports from other Asian countries such as South Korea, Vietnam, and India to the US have increased by 80% during the same period [2] - Despite the decline in exports to the US, China's tech exports to other regions, including Europe and emerging markets, have continued to grow, reflecting strong global demand [2][3] Trade Dynamics - The tariffs imposed by the US are reshaping global supply chains and contributing to a decoupling of high-tech industries from China [4] - The share of critical tech imports to the US from China is projected to fall from nearly 50% in 2017 to below 20% by 2025 [4] - Countries like Taiwan, Mexico, Japan, India, and Vietnam are gaining market share in the tech export landscape as a result of these shifts [5] Regional Performance - Overall exports from Asia have increased by 7% in dollar terms through August compared to the previous year, with technology products accounting for over 60% of this growth [6] - Taiwan has emerged as a significant player, with over 70% of its exports being tech-related, the highest proportion in Asia [6] - In August, Taiwan's exports surged by 30% from the fourth quarter of 2024, driven by demand for advanced chips and servers essential for AI data centers [7]