The US has imported more from Taiwan than from China since November 2025. That headline means both more and less than it…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-17
SemiAnalysis opens a thread arguing that US imports from Taiwan surpassing China since November 2025 is a nuanced signal distorted by AI infrastructure supply chains, not a simple geopolitical story.
Extraction
Topics: us-china-tradeai-infrastructuretrade-accountingtaiwan-supply-chain
Claims
- US imports from Taiwan have exceeded imports from China every month since November 2025.
- AI infrastructure investment has made traditional trade accounting metrics genuinely difficult to interpret.
- The Taiwan-over-China import headline simultaneously overstates and understates what is actually happening in trade flows.
Key quotes
The US has imported more from Taiwan than from China since November 2025. That headline means both more and less than it appears.
AI infrastructure has made trade accounting genuinely hard.