China’s exports surge amid AI-driven demand

What happened: China's exports rose more than one-third in September, led by tech-related trade, government figures show. Key numbers: Exports grew 36.3 percent year-on-year to $447.18bn, the biggest monthly rise since 2021. Semiconductor exports rose over 108 percent and automatic data processing machines nearly 55 percent. Imports rose 31 percent. Why it matters: HSBC cited AI-driven high-tech demand and supply-chain competitiveness as key drivers. ING said strong exports should keep China on track for its 4.5-5 percent 2026 target, but growth remains unbalanced with soft domestic data. Coverage: 3 outlets in 24h

China's exports rose more than one-third in September, led by tech-related trade, government figures show.

HSBC cited AI-driven high-tech demand and supply-chain competitiveness as key drivers. ING said strong exports should keep China on track for its 4.5-5 percent 2026 target, but growth remains unbalanced with soft domestic data.