Tariffs Hit China’s US Tech Exports But REST OF THE World KEPT BUYING

China’s Tech Exports to the US Cratered, But Demand from the rest of the world is keping the East Giant’s Trade Machine Humming.

In august, Chinese Shipments of Tech Products to the US Plunged 70% Compared to the Fourth Quarter of 2024, Accounting to A Goldman Sachs Analysis Published Sunday.

The Collaps followed the Rollout of President Donald Trump’s New Tariffs, Including A 20% “Fentanyl Tariff” on all chinese imports that took effect in March.

Meanwhile, Other Asian Economies Filled the Gap. From the fourth quarter through august, tech exports to the US from Countries Like South Korea, Vietnam, and India Jumped 80%, Acciting to Goldman.

Outside the us, chinese tech exports didn’t suffer the sun fate. Demand in Europe, Asia, and Emerging Markets Kept Growing.

“Tech Exports to Non-Uss Destinations Showed Little Difference BetWeen China and the Rest of Asia, with Tech Exports from Both Similarly Well Compared to Other Sectors,” Wrote Goldman’s Analysts.

In July, China and the Rest of Asia’s Tech Exports to Non-Uss Rose About 20% Relative to the Fout Quarter of 2024, “Reflective Strength in Global Tech Demand,” Goldman’s Analysts Wrote.

The tariffs underscore How Washington’s Trade is reshaping supposopry chains and driving high-tech decoupling with china.

But the Divergency Also Reflects A Bigger Trend: A Steady Reordering of Tech Supply Chains that acceled the pandemic and has been reinforced by Washington’s Trade Police.

In 2017, Nearly Half of the US’s Critical Tech Imports Came Directly from China. By 2025, that figure has fallen below 20%, Goldman estimated.

Taiwan, Mexico, Japan, India, and Vietnam have gained market share in the process.

Asia he exports boom

Despite the Presure on China, Asia is Thriving in the Ai-Fueled Export Boom.

Overall exports from the region rose 7% in dollar terms through august compared to a year Earlier, Goldman Said. Technology Products Accounted for More than 60% of Those Gains.

Taiwan has been the breakout winner, with over 70% of it exports coming from tech – The highest share in Asia.

In august, Taiwan’s Exports Surged 30% from the Fourth Quarter of 2024, Powered by Advanced Chips and Servers are Critical for AI Data Centers.

Goldman’s Analysts Wrote that they are expecting the reshuffling to Continue.

“Tech Supply Chains Will Likely Continue to Shift, Driving High-Tech Decoupling BetWene the US and China and Reconfiguration of Asia’s Trade and Outside the Region, “They Wrote.