Alice Han predicts China will achieve record semiconductor exports in 2026, with growing DRAM and memory chip exports in H2 2026.
“in h one, the first half of this year, basically, semiconductor exports from China to the rest of the world by value doubled relative to last year. I think when we look at the second half of the year and the year as a whole, we're gonna see record exports of and a growing amount in the next two quarters, I think, of Chinese chips, especially in the, DRAM and memory spaces where China's injecting more supply at cheaper costs.”
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Our resolution criterion
disputableChina's semiconductor exports by value in 2026 exceed all prior years, with measurable growth in DRAM and memory chip exports in Q3-Q4 2026.
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